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MOCHILAB / AI SKILL
Fund Lot Redemption Fee Planner
Allocate hypothetical redemptions across confirmation-date lots with explicit holding-period fee tiers.
What it does
Allocate hypothetical redemptions across confirmation-date lots with explicit holding-period fee tiers.
- Confirmation-date FIFO lots
- Upper-exclusive day tiers
- Partial lot allocation
Try saying
Use my supplied records to allocate hypothetical redemptions across confirmation-date lots with explicit holding-period fee tiers.
Export a reproducible report with the assumptions, key metrics and detailed CSV. Ask me for missing facts first.
Calculation scope
Uses calendar days since confirmed_on with upper-exclusive day tiers; confirm actual TA day count, rounding and order method. Fee tiers must end in null and strictly increase. Supplied current NAV is a scenario estimate for unknown-price redemption, not a guaranteed fill or cash-arrival date.
Deliverables and runtime
Includes executable Python 3.10+ standard-library calculations, independent numerical tests, fictional examples and an input reference. Supported flat collections accept CSV. No extra key is needed for supplied data. Live data needs an available permitted source; no all-market real-time feed is bundled. Fictional rule profiles are not current legal/broker defaults. Files stay in the active assistant workspace, with input and output hashes. Analysis only; no account access or automatic trading.
References