I repost a question asked by Chewer E.

October 17, 23 | Posted in General

"Is there a way to know when the portfolio is rebalanced and how its composition changes over time? I want to track when new securities are added to the portfolio or removed."

This would be a key metric to keep track of the evolution of rebalancing and portfolio composition over time. Also, it is critical to understand what the maximum exposure has been in terms of the amount of assets in the portfolio. I hope this feature is implemented soon, it would definitely be of great help to everyone.

Thanks again

I also appreciated this new function that you have created, it is probably useful in understanding sentiment more than providing analytical data useful for recomposition and rebalancing.

What would be a very very interesting thing instead is to create a function that gives each user, in the optimization section of their portfolio, the ability to see with a quadratic optimization, for example, what the quarterly history of recomposition and rebalancing has been, understand the maximum exposure in terms of the amount of assets in the portfolio over time and so on. it's probably a necessary if not indispensable measure (in my opinion).

I hope this feature will be implemented and I am confident that it will be implemented because of your expertise, which has proven to be really excellent so far.

Keep up the good work, you are great at what you do!