portfolio_balancer.analyze_allocation

Portfolio allocation drift analysis calculates current asset weights and identifies deviations from 25/25/25/25 targets across stocks, long-term bonds, gold, and cash to flag rebalancing needs. It evaluates overweight and underweight positions using your portfolio snapshot data.

You need to rebalance a Permanent Portfolio when asset class weights drift significantly from the 25% targets. Drift analysis detects overweight and underweight conditions across stocks, long-term bonds, gold, and cash, generating guidance for manual review.

Calculating current allocation percentages for a portfolio snapshot involves computing the proportional weight of stocks, long-term bonds, gold, and cash against total portfolio value. The analysis outputs results to an allocation file for daily monitoring scenarios.

You can evaluate margin efficiency alongside portfolio rebalancing by enabling satellite and margin analysis during the allocation drift calculation. This outputs additional guidance for manual review to ensure safe rebalancing decisions.

Automating daily allocation monitoring for asset class targets requires running drift analysis against a portfolio snapshot to compare current weights against 25% benchmarks. This process generates an allocation analysis output identifying rebalancing needs.

Portfolio drift analysis works without external dependencies, relying solely on a portfolio snapshot input file. It processes the snapshot to calculate allocation percentages and output rebalancing guidance independently.