saga-portfolio-manager

Portfolio rebalancing is automated by calculating deviations from target percentages and suggesting or executing buy and sell orders. It monitors holdings and triggers trades when assets drift beyond set allocation thresholds.

Performance attribution analyzes the sources of portfolio returns against benchmarks. It breaks down performance into allocation, selection, and interaction effects to identify which investment decisions drove overall results.

Yes, portfolio management operates on both cryptocurrency and fiat holdings. It handles asset allocation across mixed classes, applying target weights and rebalancing logic to the entire combined portfolio.

Risk monitoring tracks inter-asset correlations to suggest diversification strategies. By evaluating how different cryptocurrencies move in relation to each other, it helps optimize overall portfolio risk exposure.

Yes, rebalancing calculations include considerations for transaction fees and market liquidity. This ensures suggested trades are executable under current market conditions without eroding returns through excessive costs.

The best way to maintain target asset allocation is through continuous weight tracking and automated rebalancing. The system calculates current deviations and executes corrective trades to keep allocations aligned with targets.