rebalance_portfolio: Produces a suggestion to rebalance your portfolio

In lorenzbr/PortfolioTracker: Track the Performance of Your Investment Portfolio

Produces a suggestion to rebalance your portfolio

Description

Produces a suggestion to rebalance your portfolio

Usage

rebalance_portfolio(df, df_target_shares, money_to_invest, step_size = 500,
                           exclude_from_rebalancing = NA)

Arguments

df	A data frame containing at least a column for isin (character) and value (numeric)
df_target_shares	A data frame containing a column for isin (character) and target_share (numeric)
money_to_invest	A single numeric. Amount to invest for rebalancing.
step_size	A single numeric. Step size (default is 500).
exclude_from_rebalancing	A single character or vector of strings. Should contain ISINs (default is NA).

lorenzbr/PortfolioTracker documentation built on Feb. 11, 2023, 8:27 a.m.