What I built
A rebalancing tool supporting proportional, target-weight, cash-neutral, threshold-based drift correction and priority-based adjustment methods.
Portfolio Rebalancing Tool
A C# .NET Windows Forms application for rebalancing portfolios after investor subscriptions and redemptions.
How I built it
Developed the application logic that calculated rebalance actions and generated required buy and sell orders across funds, books and strategies.
Architecture
N-tier architecture
Deliverables
Windows desktop application
Deployment
On-premises user desktops
Outcome
Helped portfolio managers translate subscriptions and redemptions into structured rebalance orders.
Technologies
C# · .NET Windows Forms · custom Windows Forms controls · Oracle Database · SQLite · ADO.NET
