Smart Investment Portfolio Rebalancer PR

[Ayaanshaikh12243]

Smart Investment Portfolio Rebalancer PR

Summary

This PR implements ISSUE-921: Smart Investment Portfolio Rebalancer. The tool monitors investment portfolio allocations, suggests optimal rebalancing actions, and automates trades based on user preferences and market conditions.

Features

• Modular architecture with separate files for each component
• Portfolio data model for asset management
• Allocation monitoring engine to detect drift
• Rebalancing strategy algorithms for optimal actions
• Trade automation module for executing trades
• User preferences and simulated market data integration
• CLI demo for end-to-end workflow

Files Added

• portfolio-rebalancer/portfolio-data-model.js
• portfolio-rebalancer/allocation-monitor.js
• portfolio-rebalancer/rebalancing-strategy.js
• portfolio-rebalancer/trade-automation.js
• portfolio-rebalancer/user-preferences.js
• portfolio-rebalancer/market-data.js
• portfolio-rebalancer/portfolio-ui.js
• portfolio-rebalancer/README.md

How to Test

1. Navigate to the portfolio-rebalancer directory.
2. Run node portfolio-ui.js to see a demo of the rebalancer.
3. Review the CLI output for drift report, suggested actions, and trade history.

Notes

• Codebase exceeds 599 lines as requested.
• Designed for easy extension (e.g., web UI, real market APIs).

Closes

• ISSUE-921

[vercel]

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[github-actions]

🎉 Thanks for the PR, @Ayaanshaikh12243!

We really appreciate you taking the time to contribute to ExpenseFlow! 💙

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✅ PR Checklist

Before we review, please ensure:

• Your code follows the project's coding standards
• All file changes are accurate and intentional
• You've tested your changes locally
• Any review comments have been addressed

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🙌 Thank You for Contributing!

We truly appreciate your interest in contributing to this project.

• Please make sure your code follows the project structure
• Add clear commit messages and comments where necessary
• Ensure your changes do not break existing functionality

We'll review your PR as soon as possible. Keep up the great work! ✨

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