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Allow product filtering for rebalancing #4

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marcopus opened this issue Jun 14, 2022 · 0 comments

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marcopus commented Jun 14, 2022

It may not be desirable to base the rebalancing calculations on the entire portfolio, i.e.

there may be products that one may want to exclude from the current asset allocation
some products that were originally part of the portfolio may no longer exist

Add a filtering option where the user can specify the specific products on which to base the rebalancing calculations

marcopus added the enhancement label

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