3. How Investors Might Use this App - mlb3820/prba GitHub Wiki

Open an account with an email address. Verify their email address. Add prba admin email address to contacts.

Set if they want email alert for band breach or just do manual interactive.

Configure their asset classes. Configure their target asset allocations. Configure their target bands. Add holdings and assign asset class. (and a note on where held)

See total holdings value.

See graphic asset allocation (pie chart?).

See button to "rebalance" -> see list of suggested trades to effect re-balance to target allocations.

See history??