List of specific account trades to complete rebalance

[sbezas]

Hello and thank you for developing this wonderful tool! This matches 99% of what I was looking for and about to build myself!

I've read through the documentation and looked through the sheet many times but cannot discover how to produce a list of specific changes that need to be made by account, by security in order to rebalance. I see the 'target %' in the Holdings, but that is only as a portion of the specific account that it's a part (but is great for setting Cash to 0% to flag available funds to invest). I can only see the asset classes that need to be sold/bought in order to retain the target allocation. While this is helpful, the best next step would be to understand that in my Traditional IRA I need to sell $5K of VTI and buy $5K of BND, and $10K of VTI in my Roth to buy $10K of BND for example.

Am I overlooking this or does it not exist? If it does not exist, please consider this a Request for new feature!

Thank you!

[DBAR5267-2]

Have you drilled down on the allocation dashboard -> Asset categories visual? I can drill down to the individual holding - but not the account. From a wholistic perspective - it might not matter. I hope this helps.