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The maximum amount of capital gains you are willing to realize during selling.
The threshold below which capital gains are considered small and will automatically be sold.
The minimum amount of cash you want to maintain in the portfolio after rebalancing.
The threshold (in years) of how close we need to match the proposed duration to the model before we begin to prioritize diversification.
A value between 0 and 1 that determines how much to prioritize reducing over-exposure to specific positions when selling (As opposed to focusing on reducing over-exposure to sectors).
The minimum percentage of the fixed income portion of proposed portfolio that must be allocated to each fixed income asset.
The minimum percentage of equity portion of the proposed portfolio that must be allocated to each equity asset after optimization. If percentage is lower than this, we will not buy.
A JSON object specifying the maximum allocation (as a decimal) for each sector, e.g., {"Tech":0.2, "Finance":0.3}. If left blank, defaults to the sector allocation of the model.
A comma-separated list of ticker symbols for assets that should not be sold during rebalancing (e.g. AAPL,GOOG).