FinansApp
Hjem
Bil
Bilanalyse
Handler Oslo Børs
AI Kodeassistent
Selskapskartet
Portfolio Rebalancer (intern)
Fase 1: last opp workbook, juster mapping/benchmark, beregn aktive bet og eksporter til Excel.
Upload workbook (.xlsx)
Støtter .xlsx og .xlsm (ikke .xls).
Category mapping editor (JSON: fund -> asset class)
{ "PB Norway: Balanced Global 10%EQ + 90%FI": "cash", "Nordea PB Norsk Aksje Portefolje B Acc NOK": "equity_norway", "Nordea 1 - Global Portfolio Fund BF-NOK": "equity_global_developed", "Nordea 2 - BetaPlus Enhan Global Eq Fd BF-NOK": "equity_global_developed", "Nordea Discretionary Global Equity C Acc NOK": "equity_global_developed", "Nordea Emerging Market Equities Fund C Acc NOK": "equity_global_em", "Nordea FRN Pensjon C Acc NOK": "fi_norway_short", "Nordea Kort Obligasjon Pluss C Acc NOK": "fi_norway_short", "Nordea Obligasjon III C Acc NOK": "fi_norway_long", "Nordea 1 - European Corporate Bond Fund HBCN-NOK": "fi_global", "Nordea 1 - Global High Yield Bond Fund HBCN-NOK": "fi_global", "Nordea 1 - US Corporate Bond Fund HBC-NOK": "fi_global", "Nordea Allokeringsfond Fund C Acc NOK": "allocation" }
Benchmark settings (JSON list per portfolio)
[]
Felter: portfolio, equity_share, norway_share_within_equity, em_share_within_international_equity (+ valgfritt: cash_target, allocation_target, fi_norway_within_fi, fi_long_within_norway_fi, fi_norway_short_within_fi, fi_norway_long_within_fi, fi_global_within_fi)
Active bets (JSON, optional)
[]
Felter: portfolio, asset_class, active_bet_adjustment (brukes i mode=reference_plus_active_bets)
Absolute targets (JSON, optional)
[]
Felter: portfolio, asset_class, target_weight (brukes i mode=absolute_targets)
Minimum trade threshold
Rebalance mode
Go to benchmark
Benchmark + active bets
Absolute targets
Compute