Rebalance a Model

You can rebalance the investments within a model at any time using the Rebalance window.

To rebalance a model

  1. From the Display Selector on the Portfolio window, select the model you want to rebalance.
  2. Click the Rebalance icon on the right side of the window.
  3. In the Rebalance window, review and revise the Target percents for each instrument.

Note:  The target percents were established with the initial funding of the model.

  1. Define the new target percents for allocation several ways:
  1. Click Create Rebalance Orders. Orders are created in the panel below the Rebalance window.
  2. Confirm or modify the order parameters and click Transmit All to submit rebalance orders.