Rebalancing calculator

Users need a way to input a "Target %" for each asset in their portfolio or a specific watchlist. Validation: The total must equal 100%. Visual Aid: A side-by-side comparison of Current % vs. Target %. The "Investment Predictor" (The Core Tool) A calculator where the user inputs a "Total Investment Amount" (e.g., $5,000), and the tool generates a "Proposed Buy" list. Logic: The algorithm should prioritize assets that are currently the furthest below their target allocation (underweight). Refreshable Data: This must pull the latest "Last Price" data so the calculations are based on the most recent portfolio value. Proposed User Interface (UI) A simple table within the "Portfolio" or "Tools" section: | ETF Ticker | Current Weight | Target Weight | Difference | Action (Buy Amount) | |---|---|---|---|---| | VGS | 45% | 50% | -5% | + $3,200 | | VAS | 35% | 30% | +5% | $0 | | VGE | 10% | 20% | -10% | + $1,800 | Why this adds value to Navexa: Currently, Navexa is excellent at reporting past performance. This feature moves the platform into portfolio management and planning. It saves users from maintaining external spreadsheets and ensures they are always buying the most "underweight" part of their portfolio, which is a key tenet of disciplined passive investing. Tips for your submission: Mention "Automated Data Refresh": Emphasize that because Navexa has the live price feeds, their calculation will always be more accurate than a manual spreadsheet. The "No-Sell" Rule: Specify that the tool should focus on adding capital to balance, rather than suggesting users sell winners (which triggers capital gains tax). Would you like me to refine the mathematical logic for how the "Buy" amount should be calculated so you can include it in the technical details of the request?