portfolio_balancer.collect_portfolio_data

Collect Robinhood portfolio data by running the collect_portfolio_data workflow, which uses the bin/robinhood CLI to capture positions, prices, and margins. It outputs a structured YAML snapshot for allocation tracking.

A portfolio snapshot is a structured YAML file recording current holdings categorized into stocks, bonds, gold, and cash. It enables accurate drift analysis to determine when rebalancing is needed based on threshold parameters.

Yes, the bin/robinhood CLI is required to execute positions --save and gather current portfolio data. The workflow depends on this CLI to produce the structured YAML snapshot at the specified path.

Yes, you can track Permanent Portfolio drift by capturing Robinhood positions and categorizing them into stocks, long-term bonds, gold, and cash. The snapshot applies drift_threshold parameters to signal when allocations diverge.

Generating a YAML portfolio snapshot requires a snapshot path, a drift_threshold value, and a satellite_enabled parameter. These configure the bin/robinhood CLI data collection and structure the output for downstream analysis.

Capturing Robinhood portfolio snapshots for drift analysis should align with your rebalancing review schedule, saving dated JSON files to track allocation changes. Run the collection workflow whenever you need current data to evaluate drift thresholds.