[CP] Portfolio Rebalance Tools in Client Portfolios | Voters

[CP] Portfolio Rebalance Tools in Client Portfolios

in progress

Aquamarine Beetle

Is there a way to add target weights to our portfolio holdings and have Koyfin calculate the delta and then the number of shares to trade to rebalance? I'm trying to eliminate tools and move everything to Koyfin, but the inability to efficiently rebalance is a struggle.

June 27, 2025

Conor MacNeil

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in progress

Conor MacNeil

marked this post as

planned

Conor MacNeil

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under review

Conor MacNeil

Hey James, would this be for model portfolios?

Aquamarine Beetle

Conor MacNeil hey Conor - no not mp. This would be helpful in the “my portfolio” section. I forgot to provide context on the image I shared. It’s from stock rover using their rebalance tool. For each account, you specify a target value for each position. Their tool then shows you the number of shares trade to bring into balance.

Conor MacNeil

Aquamarine Beetle: Very helpful, thank you James!