Hi everyone, I have created a portfolio with a list of investments. Some of the data for the investments is expense ratio and allocation amount to that fund. I want to do two things: 1. I want to show the average expense ratio of the portfolio based off of the weighting of each fund. 2. I want to set the portfolio up to insure the total of all allocation amounts to each fund has to be 100%. How would i do this?
Use the toolbox plugin. The expression element should cover all of that
Everything you’ve said sounds possible using “do a search for” [some numeric field] and then either :sum or :average, and then some comparison logic e.g. “is 1” or “is not 1”
But your question has very specific business logic which makes giving you a meaningful response impossible without context.
I suggest you do a coaching session with someone to work through this.