Note: not in order. Use the search function
- (re)balancer: takes a portfolio and an asset allocation and suggests/calculates actions to rebalance them
- portfolio: a collection of assets
- asset: property of a client. E.g., stock, cash, ETF
- action: "unit of work" / "statement line". E.g., purchase, sell, transfer (total or partial)
- rebalancing strategy: strategy to help rebalance a portfolio. I.e., only new money, include existing assets
- asset allocation: way in which assets are distributed. E.g., 80% cash, 20% stocks
- rebalancing: a collection of actions. collection of "unit of work"