Smart Investment Portfolio Rebalancer (ISSUE-921)

[Ayaanshaikh12243]

Pull Request: Smart Investment Portfolio Rebalancer (ISSUE-921)

Summary

This PR implements the Smart Investment Portfolio Rebalancer, addressing ISSUE-921. The tool monitors portfolio allocations, suggests optimal rebalancing actions, and can automate trades based on user preferences and market conditions.

Features

• Portfolio and asset tracking
• Allocation monitoring and calculation
• Rebalancing suggestions
• Automated trade execution
• Modular services and API endpoints
• Logger and market data utilities
• Unit/integration tests

Implementation Details

• Added models for User, Asset, Portfolio, Trade
• Created services for portfolio management, trade automation, and rebalancing logic
• Developed controllers and Express routes for API endpoints
• Utility functions for logging, market data simulation, and allocation calculation
• Comprehensive tests for core functionality

How to Test

1. Run the tests in backend/services/portfolioRebalancer/tests.js to verify functionality.
2. Integrate API routes as needed for frontend/backend communication.

Related Issue

• Closes Smart Investment Portfolio Rebalancer #921

Checklist

• Code exceeds 500 lines
• Modular structure
• Unit/integration tests included
• Documentation provided

Additional Notes

• Market data is simulated; integrate with real data providers for production.
• Trade execution is simulated; connect to brokerage APIs for live trading.

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@Ayaanshaikh12243

[github-actions]

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