The left side columns of the portfolio summary page has a column that shows days to next rebalance, or if the rebalance is overdue. Also include a column that shows a red ! if the recent rebalance resulted in one or more trades. That way a user can go to the summary page and instantly see if he/she needs to act on any new trades. (this will be very useful when daily rebalance periods are implemented for portfolios)
Results: Total score: 29, # of Votes: 8, Average: 3.6
You will be able to view details once you have voted.
Requested by: BJS
On date: 09/03/05
Category: Portfolio

1 comment