I would very much like a way to reduce, but perhaps not eliminate, buy/sell difference transactions. I think it could help tremendously if a SellAmount function was added, similar to the way BuyAmount works but for use in the Sell rules. And it might be just as useful as having separate reconstitution and rebalance capabilities. I don't want to sell perhaps one share of a holding and get charged full commission which could amount to 50% or more of the transaction. I use Ameritrade whose current online commission is $6.95 per trade, and for sells there is an added SEC charge. If I could set a SellAmount>=100, for instance, I could limit the maximum commission plus SEC rate to about 7%. A calculated SellAmount based on portfolio value or other triggers would also be possible.
Results: Total score: 40, # of Votes: 13, Average: 3.1
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Requested by: regallow
On date: 05/04/17
Category: Portfolio

11 comments