Portfolio Lab: how does it work?
Portfolio Lab 🧪 - is a place where investor can test
Categories / Portfolio rebalancing
What are categories, how do they work and why do you need them?
Introduction to categories
This is an introductory article, if you would like to
How to: set up categories and change target allocations
If you are not familiar with the categories tool yet,
Importing the category structure
* CSV Template
* Example
The file contains the following columns:
* Parent
Portfolio rebalancing: how to balance your portfolio?
💡Portfolio rebalancing is a tool, based on your categories and