Standardized rebalancing

Portfolios can be assigned an investment agent, who is then used for regular rebalancing. Investment agents can be defined via a model portfolio or an MM-Talk formula.

A template for rebalancing is already prepared as standard. If you open the workspace of a holder, a portfolio or a group, you will find the "Portfolio rebalancing" template under the "Transactions", "Rebalancing" worksheet. Start the portfolio rebalancing via the ribbon ("Ordering" tab) or the quick access bar, then you will find the "empty" template under "Portfolio rebalancing", "Rebalancing".