Introduction

Introduction

Documentation describes the major windows and other visual elements that constitute the Balancing Act user experience.  This introduction describes tables that make up the main window, where most of the action occurs.  The overview is followed by several individual topics describing other windows or dialogs plus in-depth details for the main window.

Topics are presented in a natural order that, for the most part, matches the sequence used to define a portfolio and then rebalance it.  Several of the steps are done only once during initial setup.  The document can be read from front to back, but each topic is mostly self-contained often with links to relevant companion topics.

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Fee Schedule

Fee Schedule is an under-the-hood table used to define the sales commission for all asset types.  Each custodian has its own fee schedule.  Balancing Act comes preconfigured with fees for many retail custodians.  These preconfigured fees can be changed if needed (because fees are always subject to change).  New custodians can be also be defined.

Normally you will verify that the pre-configured fees are up to date for the custodians you use.  There is seldom a reason to visit this table afterward.

 

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