Rebalance Bands

[GoogleCodeExporter]

It is unclear where the rebalance bands come into play.

I assumed that when "purchasing % of asset class target" on a frequency basis 
-- which seems to be the only way to incur a rebalance -- the program would 
respect the rebalance bands as a minimum threshold to do the rebalancing or 
not.  However, this does not seem to be the case as can be evidenced if the 
rebalance bands are set to 100% which should not trigger on any rebalancings 
except in the most extreme, unlikely cases or to a low figure such as 1%-5% 
with commissions included which should eat up the total gain, but does not.

Unless there is some undocumented way to accomplish it, I think there needs to 
be a checkbox to respect or ignore the rebalance bands settings when 
"purchasing % of asset class target".

Original issue reported on code.google.com by machineg...@gmail.com on 15 Nov 2011 at 2:10

[GoogleCodeExporter]

You are correct, right now the rebalance band is not a factor.  The trade is 
done at the scheduled frequency no matter what.  I agree this would be useful 
to check off to prevent extra trading when inside the bands.

Original comment by mypersonalindex@gmail.com on 16 Nov 2011 at 2:08

• Changed state: Accepted

[GoogleCodeExporter]

[deleted comment]

[GoogleCodeExporter]

Do the rebalance bands not work at all, or just not in the form addressed by 
the previous poster?

Original comment by mentes...@gmail.com on 18 Jan 2012 at 11:18

[GoogleCodeExporter]

The rebalance band is only used on the Asset Allocation view to turn the column 
red or green if you are outside the desired band.  It is a visual indicator 
only and does not change trades to rebalance "purchasing % of asset class 
target".

Original comment by mypersonalindex@gmail.com on 29 Jan 2012 at 12:04