by ballardian » Sat Oct 08, 2022 5:31 am
Hi Mark,
I've looked and can't find this currently in any edition but if it is there do please let me know.
I'd love a Rebalance Alert option. Pick a sub-portfolio, pick and asset allocation, and pick the acceptable drift (say 5%). And once any issue in the portfolio drifts outside that bound send an alert.
I love the rebalancing report but I'd love to basically be told when I should go look at it in more detail for a specific portfolio. Rather than having to look and run it manually to check.