I really like creating this kind of functionality.
Simple, easy to understand functions that make it easier and faster to put together your product recommendations.
This one has been on my mind for a while. So here it is!
I've added three great features around cash minimums for platforms:
1. An alert that will tell you if your recommendations are below the minimum cash level for that platform.
2. A button in Sandbox Mode that automatically adjusts the cash account to the minimum level.
3. The ability for your model portfolios to automatically include the minimum level of cash, regardless of the platform.
Easy stuff that will see a LOT of use amongst our users.
Available for all ProductRex users, right now.