Rebalancing now turns portfolio data into a decision-support view for long-term investors.
The app compares holdings, cash, current valuations, and strategy targets before showing suggested actions. It does not place trades or make decisions for you.
Strategy drift
Each holding is compared against its target allocation so you can see where the portfolio has moved away from plan.
Cash deployment
Available cash is included in the review. Buy suggestions show where cash can be deployed toward underweight targets, using your configured minimum amount.
Stale valuation warnings
Suggestions include valuation status, so assets with missing or stale values are easy to review before acting.
User-controlled decisions
Rows are labeled as buy, sell, hold, or needs value. The intent is to support portfolio review and rebalancing decisions while keeping the investor in control.