Similarity Score > Diversity

Enhance portfolio trimming logic in trim_portfolio.py by adding calculation for maximum ownership type value when conditions are not met. This adjustment improves the accuracy of the trimming process by ensuring all relevant ownership metrics are considered.

Fix logic for 'Similarity Score' comparison in trim_portfolio.py to ensure correct filtering of portfolios based on performance thresholds. This change enhances the accuracy of the trimming process.

Enhance trimming variable options in app.py and update portfolio trimming logic in trim_portfolio.py to accommodate 'Similarity Score'. This change allows for more flexible data handling and improves the trimming process based on the selected variable.

Fix calculation of current ownership type maximum in trim_portfolio.py to use the correct row's own type value, improving accuracy in portfolio trimming logic.

Add trim slack parameter to portfolio trimming functionality in app.py and trim_portfolio.py, allowing for more flexible threshold adjustments during portfolio management.

Update app.py and trim_portfolio.py to change threshold parameters from integers to floats, enhancing precision in portfolio trimming functionality and ensuring consistent data handling.

Enhance portfolio trimming functionality in app.py and trim_portfolio.py: add performance and own thresholds for trimming criteria, improving data filtering capabilities and allowing for more precise portfolio management.

Enhance portfolio filtering and trimming options in app.py: introduce expandable sections for filter and trimming options, update portfolio trimming logic to support geomean calculations, and improve export functionality with stack count adjustments.

Fix index access and row dropping logic in trim_portfolio function in global_func/trim_portfolio.py for improved accuracy and performance.

Refactor trim_portfolio function in global_func/trim_portfolio.py: improve index handling and streamline row dropping logic for better performance.

Refactor trim_portfolio function in global_func/trim_portfolio.py: optimize iteration logic for filtering portfolios based on ownership type.

Add 'Trim Portfolio' button in app.py and implement trim_portfolio function in new global_func/trim_portfolio.py