This is a web application built with SvelteKit for the purpose of multiasset rebalancing. It allows users to rebalance assets to their target allocations in a way that minimises the number of transactions.
- Presets for common combinations of index funds
The algorithm adjusts asset values by performing the following steps:
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It finds the difference between the desired and actual values of each asset. This helps identify which assets are over or under their target values.
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It splits assets into two groups: those needing more funds (underweighted) and those with too much (overweighted). This categorization aids in determining where adjustments are needed.
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It orders each group by how far they are from their target, from most to least. This prioritization ensures that the assets furthest from their target are addressed first.
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It goes through these sorted groups to either add funds to the underweighted or remove from the overweighted, using available cash. This step adjusts the asset values closer to their targets.
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It transfers funds directly between assets if one needs money and another has excess. This efficient transfer of funds can help speed up the rebalancing process.
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The process is repeated until all assets are very close to their target. This iterative approach ensures that all assets are balanced according to their target values.
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