Produces a suggestion to rebalance your portfolio

Produces a suggestion to rebalance your portfolio

rebalance_portfolio(df, df_target_shares, money_to_invest, step_size = 500,
                           exclude_from_rebalancing = NA)

Arguments

df

A data frame containing at least a column for isin (character) and value (numeric)

df_target_shares

A data frame containing a column for isin (character) and target_share (numeric)

money_to_invest

A single numeric. Amount to invest for rebalancing.

step_size

A single numeric. Step size (default is 500).

exclude_from_rebalancing

A single character or vector of strings. Should contain ISINs (default is NA).