allocate_cash
Allocate new cash to reach target portfolio weights without selling holdings, while accounting for fixed and variable fees.
Instructions
Allocate new cash toward target weights without selling, while considering fees.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| targets | Yes | bucket/symbol -> target weight as a fraction of 1.0; values must sum to 1.0 | |
| cash_eur | Yes | ||
| fixed_fee_eur | No | ||
| max_fee_ratio | No | ||
| current_values | Yes | bucket/symbol -> current absolute value in EUR | |
| variable_fee_pct | No | ||
| rebalance_band_abs | No |