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meowmustard / mypersonalindex

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Rebalancing Not Working #43

Closed GoogleCodeExporter closed 8 years ago

GoogleCodeExporter commented 8 years ago 
In v2, rebalancing bands or rebalancing to AA target did not work, however 
interval rebalancing did.  In v3, only rebalancing bands exists as an option 
but it does not work either.  The ending portfolio balance is unrebalanced and 
is carrying forward rebalance amounts.  It does not matter what band value or 
denominator is used in the Asset Allocation tab.

Original issue reported on code.google.com by MachineG...@gmail.com on 6 Nov 2011 at 11:03

GoogleCodeExporter commented 8 years ago 
Can you put together a sample ".mpi" file and attach it to this issue so I can 
debug?  Thanks.

Original comment by mypersonalindex@gmail.com on 6 Nov 2011 at 2:24

GoogleCodeExporter commented 8 years ago 
Here you go.

Original comment by mentes...@gmail.com on 12 Nov 2011 at 3:37

Attachments:

GoogleCodeExporter commented 8 years ago 
See attached, you had the frequency of the trades for ASA, BTTRX, and VFINX set 
to "Once".  I changed it to weekly.  You can also use daily, monthly, or yearly 
depending on how often you want to rebalance.

If this looks correct, I will close the issue.

Original comment by mypersonalindex@gmail.com on 13 Nov 2011 at 4:24

Attachments:

GoogleCodeExporter commented 8 years ago 
Okay, this has resolved the issue.

Original comment by machineg...@gmail.com on 14 Nov 2011 at 12:11

GoogleCodeExporter commented 8 years ago 
[deleted comment]
GoogleCodeExporter commented 8 years ago 
Cash: When going to the Trades tab and the highlight falls on a "purchase fixed 
amount of $x, once at market close on x-date" transaction, and after selecting 
another transaction and going back, then tabbing out or selecting another 
transaction, it will overwrite the entered date with the current date.

Original comment by machineg...@gmail.com on 14 Nov 2011 at 12:19

GoogleCodeExporter commented 8 years ago 
Indeed it does, definitely a bug.  I will create a new issue for it.

Original comment by mypersonalindex@gmail.com on 14 Nov 2011 at 1:13