Portfolio rebalancing" template (2)

The "Portfolio rebalancing" template is the basis for ad hoc portfolio rebalancing. The "Manual" mode is 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.

Display the parameter view (<CTRL>+<B>), e.g. to apply portfolio reallocations according to target security weights.

All available columns are displayed in the position overview, but compared to the "Portfolio rebalancing" template, the columns "Target position", "Target weight", "Dev. Weight %", "Dev. Target weight" and "Target order pieces".