Balancing Act 1.1

We just released version 1.1 -- The short story is that this adds new functionality while fixing a few minor bugs.

The main calculation results are the trades (dollar value or number of shares) required to rebalance the portfolio. Normally you execute trades via buy and sell orders. In some retirement accounts, explicit trades are not supported. The new feature includes a way to show percentages for assets (typically mutual funds) in the account. The original approach ($ or share trades) was awkward when rebalancing required specifying percentages. Now that's fixed.

Additional view options (with behind-the-scenes calculations) show more detail for each holding on a lot-by-lot basis, either for the selected account or the overall portfolio. These details include the current value or percentage or the planned value/percentage if rebalancing trades are executed.