rebalance_portfolio
Calculate trades needed to rebalance your portfolio to target allocation percentages using current values and optional additional investment.
Instructions
Calculate trades needed to rebalance portfolio to target allocation. target_allocation: {"equity": 60, "debt": 30, "gold": 10} (percentages). current_values: {"equity": 700000, "debt": 250000, "gold": 50000} (amounts).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| current_values_json | Yes | ||
| additional_investment | No | ||
| target_allocation_json | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |