I have to go through a number of portfolio and book rebalances every week. This is very cumbersome, and I wish this repetitive process could be improved.

Please introduce a feature where I can check multiple ports at once and then rebalance them. This could be done by marking several ports, and then the user would be presented an additional choise under Selection/... such as the existing choices Aggregate, Compare Systems, Correlation Matrix, or Delete.

(Going further you may want ask if all recommendations shall be followed, or if manual choices should be made. For manual choices, you may use a similar page as the Edit Transactions page where each transaction could be checked)
Results: Total score: 20, # of Votes: 6, Average: 3.3
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Requested by: whotookmynickname
On date: 11/27/15
Category: Portfolio

3 comments