Rebalance Method

Tax Budget

Tolerance

Goals-Based/CMEs

Tax Lot Treatment

Directed Lots

Tolerance

Target Weight Method

Sector

Fama French 4 Factors

Asset Class

ST Cap Gains Tax Rate

LT Cap Gains Tax Rate

Tax Budget (in dollars)

Cost Basis Report

Cost Basis Format

test

ESG Constraints

Analysis and Trade List

Target Weights

Save Input

Sector	Weight
Technology	0.3
Consumer Cyclicals	0.12
Healthcare	0.125
Financials	0.11
Industrials	0.08
Consumer Non-Cyclicals	0.055
Utilities	0.025
Basic Material	0.025

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Target Weights

Save Input

Sector	Weight
Technology	0.3
Consumer Cyclicals	0.12
Healthcare	0.125
Financials	0.11
Industrials	0.08
Consumer Non-Cyclicals	0.055
Utilities	0.025
Basic Material	0.025

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Capital Market Expectations

Number of Period

CMEs

Choose Model

Returns & Volatility

Equity CMEs

Market Size Value Momentum

E(Return)

E(Volatility)

Fixed Income CMEs

Short Duration Medium Duration Long Duration Credit

Alertnatives CMEs

Gold Oil Real Estate PE/VC

Correlations

Market

Size

Value

Momentum

Short

Medium

Long

Credit

Gold

Oil

PE/VC

Master Correlations

Equity

Alts

Equity Fixed Income Alertnative

Confidence

Target Weights

Save Input

Sector	Weight
Technology	0.3
Consumer Cyclicals	0.12
Healthcare	0.125
Financials	0.11
Industrials	0.08
Consumer Non-Cyclicals	0.055
Utilities	0.025
Basic Material	0.025

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Error: object 'analyze_rebalance' not found

Target Weights

Save Input

Sector	Weight
Technology	0.3
Consumer Cyclicals	0.12
Healthcare	0.125
Financials	0.11
Industrials	0.08
Consumer Non-Cyclicals	0.055
Utilities	0.025
Basic Material	0.025

Error: object 'rebalance_results' not found

Error: object 'analyze_rebalance' not found