Functions for portfolio rebalancing

Portfolio Service Rebalancing" or "Portfolio Service Investment Agent" module

The portfolio rebalancing (or portfolio adjustment) functions make it possible to define an allocation scheme using an allocation formula, but also to report on the current status of the rebalancing process or requirements. The latter can therefore take place outside the customized user interfaces available for matching. The constructors of investment portfolios are essential for the development of allocation formulas, generally in addition to access to user-defined fields of holders and portfolios. All other functions are used to display adjustment results or target portfolios.