PRBA Features List - mlb3820/prba GitHub Wiki

Features for Minimum Viable Product (MVP)

• Create Account with email address as unique ID
• Verify email address
• log into account/portfolio (need multiple accounts? use diff email address/alias)
• create portfolio
• name portfolio (just alias for email account)
• Define Asset Classes including % of overall portfolio allocation target for that class
• Define upper and lower % thresholds (bands) for asset allocation target outside of which will cause alert
• Define holdings in each asset class (e.g. cash: in shoebox under bed, in MM fund, in safety deposit box etc)
• See overall balance, where holding has ticker symbol (gold) pull current value from web
• Show visualization of balance by asset class (pie chart bar chart with actual vs target use color to show off balance)
• Upon Request Show Rebalance actions: show proposed holdings to sell and buy to bring portfolio back into defined asset allocation target balance
• email alert once weekly if any asset class has crossed a band (vague details, only show holdings interactively)