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feat: portfolio rebalancing suggestions based on risk exposure (closes #142)#147

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luceinaltis merged 2 commits into
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feat/142-portfolio-rebalancing-suggestions
Apr 8, 2026
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feat: portfolio rebalancing suggestions based on risk exposure (closes #142)#147
luceinaltis merged 2 commits into
mainfrom
feat/142-portfolio-rebalancing-suggestions

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Summary

  • Add RebalanceAction dataclass and suggest_rebalance() method to RiskCalculator
  • Add suggest_additions() for correlation-aware diversification recommendations
  • Integrate suggestions into PortfolioHandler for automatic display on limit breaches

Closes #142

Test plan

  • 11 new tests all passing
  • All 52 existing tests still pass

https://claude.ai/code/session_01HNSfC6dusrd85xH2xK4UiU

claude added 2 commits April 8, 2026 23:20
…#142)

Add suggest_rebalance() and suggest_additions() methods to RiskCalculator
that provide actionable rebalancing recommendations when portfolio limits
are breached. Integrates with PortfolioHandler to display suggestions
automatically during portfolio checks.

https://claude.ai/code/session_01HNSfC6dusrd85xH2xK4UiU
Fix line-too-long in test assertion and apply ruff formatting
to pass CI code-quality checks.

https://claude.ai/code/session_01HNSfC6dusrd85xH2xK4UiU
@luceinaltis luceinaltis force-pushed the feat/142-portfolio-rebalancing-suggestions branch from e049713 to 2ac28db Compare April 8, 2026 14:43
@luceinaltis luceinaltis merged commit 83971ed into main Apr 8, 2026
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@luceinaltis luceinaltis deleted the feat/142-portfolio-rebalancing-suggestions branch April 8, 2026 14:46
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feat: portfolio rebalancing suggestions based on risk exposure

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