generate_order_plan
Generate suggested manual orders to rebalance your portfolio toward target weights, accounting for cash, fees, and current holdings. Orders are suggestions only; no broker execution.
Instructions
Return suggested manual orders. This tool cannot send orders to any broker.
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 |