Does anybody know how I can do portfolio rebalance with new money added?
Currently, PS suggests the rebalance based on the current account status, but I would like to know how to rebalance when I want to invest say $1000.
My current workaround has been to add cash to an account and then refresh the workbook to learn the suggested rebalance. Is there a better way perhaps? This is an attempt to reduce "SELL" transactions, as my brokerage allows buying ETFs for free