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[Feature] Asset allocation tools #78

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redstreet opened this issue Nov 14, 2022 · 0 comments

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redstreet commented Nov 14, 2022

Nice to have additions to asset allocation by class module:

compute how to allocate a given fixed amount to move one's AA close to their target (contribution)
compute, for a given amount, what assets to sell to maintain or move one's AA close to their target (drawdown)
compute recommendations to sell/purchase assets to rebalance so one can move to one's target AA (while minimizing capital gains)

redstreet mentioned this issue

[Feature] Sum up allocation sub classes #75

Open

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