Portfolio rebalancing" template

The "Portfolio rebalancing" template is the basis for standardized rebalancing. The "Investment agent" mode is therefore activated in the settings.

The diagram (pie chart of the "Target allocation" diagram type) is displayed by default.

The display is grouped according to the classification "Asset class", the "Allocation evaluation by classification" is also set to "Asset class", in the selection list "Show weight in portfolio list for" the entry "Equities" is selected.

All available columns are displayed in the item overview.