lak analyze rebalance - missing custom class

[mhenke]

I added a class called US_Ext for extended market since my 401k plan doesn't have a total market fund but has a s&p 500 and extended market. When I run rebalance, it seems to miss the US_Ext class.

lak analyze rebalance
Class Actual% Desired% Value Difference

---

US 83% 59% $189,381.65 -$53,901.82
Bonds 2% 10% $4,820.86 +$18,126.26
Intl 3% 18% $7,061.55 +$34,243.28

lak list aa shows the US_Ext class

[sarvjeets]

Any chance US_Ext class is already within bounds? lak analyze rebalance only prints the assets that are not within bounds.

Is that's not the case, could you please attach the output of lak list aa

[mhenke]

here is the yaml file.

portfolio.yaml.txt

here is the output

[sarvjeets]

Looking at lak list aa; it seems like the US_Ext is within the rebalance bounds (5% absulute; 25% relative). lak analyze rebalance will only print an asset class if it needs rebalancing. (which in this case are US, Intl and Bonds). This is WAI.

I'll take an AI to update the documentation of lak analyze relabance to make this obvious.