Financial Services
Portfolio Rebalancer
Try real-time trading actions with this Decision Flow based on market prices and portfolio strategy.
DecisionRules
About the example:
This Decision Flow automates portfolio rebalancing by generating real-time buy, sell or hold actions based on an instrument's market performance and strategic thresholds.
Solution components:
- a Decision Table named Portfolio Thresholds defines the strategic financial limits for each instrument type (e.g., stocks, bonds, commodities). It sets the specific high and low price thresholds that trigger a review.
- a Decision Table named Next Action is the core decision-making engine. It compares an instrument's current market price against its defined thresholds and considers its current portfolio allocation to determine the final action.
- a Decision Flow orchestrates these two Decision tables: identifies the instrument being analyzed and retrieves its corresponding buy/sell price thresholds. Passes these thresholds, along with the instrument's current market price and its overall share of the portfolio to the Next Action table for evaluation decision - buy, sell or hold.
Use this Decision Flow, adjust it to match your needs and simply call from your trading system using a REST API
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