Experts: Portfolio Allocation Planner — budget-to-lots dashboard and CSV
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Portfolio Allocation Planner — budget-to-lots dashboard and CSV:
Before configuring a basket, see which target weights fit your broker's minimum lots. Portfolio Allocation Planner turns an explicit hypothetical notional budget and percentages into a chart table: minimum-lot notional, lots rounded down, calculated allocation, target shortfall and row status. Recalculate on demand, inspect row tooltips, paginate longer lists, and optionally export the displayed snapshot to CSV. No trades are sent and no account balance, equity or positions are read.
Author: Fabien Martino