Implement Portfolio Rebalancing Logic

[grantfox-oss]

Description:
Implement portfolio rebalancing functionality including target allocation setting, rebalancing recommendations, and automated rebalancing execution.

Acceptance Criteria:

• Set target allocation percentages per asset
• Calculate rebalancing actions needed
• Recommend trades to reach target allocation
• Execute rebalancing trades with order generation
• Support threshold-based rebalancing (rebalance if drift > 5%)
• Calculate transaction costs and tax impact
• Track rebalancing history
• Dry-run mode for testing rebalancing

Definition of Done:

• Target allocations can be set
• Rebalancing recommendations accurate
• Rebalancing execution working
• Unit tests > 85% coverage

Test Requirements:

• Unit tests for allocation calculations
• Integration tests for execution
• Tax impact calculation tests

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[barry01-hash]

I would love love to work on this issue

[sadeeq6400]

Hello ... i would like to handle this issue for you

[grantfox-oss]

🦊 GrantFox — @sadeeq6400 has been assigned to this issue as part of the Official Campaign campaign!

Next steps:

1. Open a Pull Request referencing this issue (e.g., Closes #35)
2. Your PR will be reviewed by the SourceXXL maintainers

Good luck! Track your progress on GrantFox.