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oscmcompany / fund Public

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Add portfolio rebalancing logic and update Alpaca orders to use notional values#749

Merged

forstmeier merged 5 commits intomasteroscmcompany/fund:masterfrom

update-risk-management-and-alpaca-order-logicoscmcompany/fund:update-risk-management-and-alpaca-order-logicCopy head branch name to clipboard

Feb 7, 2026

Conversation Commits5 (5)Checks Files changed

Merged

Add portfolio rebalancing logic and update Alpaca orders to use notional values#749
forstmeier merged 5 commits intomasterfrom
update-risk-management-and-alpaca-order-logic

Commits

Commits on Feb 6, 2026

Add portfolio rebalancing logic and update Alpaca orders to use notional values

forstmeier
and
claude
committed
Add bot pull request feedback
forstmeier
committed
Address PR #749 feedback: fix rebalancing to respect MAINTAIN_POSITION and improve test coverage

forstmeier
and
claude
committed

Commits on Feb 7, 2026

Simplify all portfolio rebalancing logic into "delete-and-replace"
forstmeier
committed
Address PR #749 review feedback: constants, sorting, error handling, and tests

forstmeier
and
claude
committed

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