portfolio_balancer.generate_recommendations

You can generate manual trade recommendations by reading the latest allocation_analysis.yml to assess drift against the 25/25/25/25 target and computing prioritized buy/sell actions specifying target values, asset class, trade instrument, shares, and implementation notes.

Portfolio drift analysis evaluates how current asset allocations deviate from target weights like the 25/25/25/25 Permanent Portfolio. Rebalancing is needed when drift creates meaningful divergence, requiring computed buy/sell adjustments to restore target balance.

Yes, rebalancing recommendations support satellite allocations and margin considerations. The computed trade actions incorporate these adjustments alongside core 25/25/25/25 drift analysis when generating prioritized buy/sell guidance for manual execution.

The best way to translate allocation drift into concrete trade actions is to evaluate drift against target allocations and compute recommendations specifying target values, action type, asset class, primary trade instrument, shares/amounts, and implementation notes for manual execution.

Yes, this portfolio rebalancing approach works with daily allocation analysis outputs. It reads allocation_analysis.yml files to assess drift against the 25/25/25/25 target and generates prioritized trade recommendations saved to recommendations.yml for manual execution.

Limitations of drift-based rebalancing include its focus on the 25/25/25/25 Permanent Portfolio target and reliance on daily allocation_analysis.yml inputs. It generates manual trade recommendations rather than automated execution, requiring user oversight for satellite and margin adjustments.