Review strategy drift, available cash, stale valuation warnings, and buy, sell, or hold suggestions before deciding how to rebalance.
Define target allocations and review strategy coverage by risk type and asset category before using rebalancing suggestions.
See current holdings, cash balances, invested amount, market value, gains, target allocation, actual allocation, and drift in one portfolio view.
Track latest values, value dates, last checked timestamps, valuation sources, and stale price warnings before acting on the portfolio.
Preview Nordnet transaction exports and holdings snapshots before confirming updates to the portfolio ledger and latest valuations.
Keep a normalized transaction history with dates, transaction types, assets, quantities, position changes, and NOK amounts.
