Holdings Target Account Allocation rebalancing calculations do not work if current share count is zero/empty

[remd]

I need to add some bond funds to my 401k to balance my US and International bond holdings to my asset allocation targets. I'm trying to use the Account Allocation and Rebalance sections of the Holdings tab together with the "After Account Rebalance" column of the Allocation tab to calculate how many shares of the bond funds I need to purchase to get to my target allocation percentages.

I do not currently own any shares of the new funds I want to purchase and so the Account Allocation (columns Q->S) and Rebalance (columns U->W) sections do not populate with values when I set the Target percentage in column P.

Entering a very small share count such as 0.001 works around the issue by as Holdings[Value] will be populated, so it's a minor inconvenience, but I thought I'd report it anyway.

Thanks for sharing this great tool and thank you for your continued efforts on it!

[danbuchal]

Thanks for reporting @remd !

I don't often add new assets so I haven't come across this myself, but this is a very valid use-case. I will address it in the next version.
Your workaround is a great one and should get you "close enough" for the time-being.