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Define rebalance options

To start rebalancing, open the Rebalance window and define the rebalance options:

  1. Depending on your business case, choose one of the options to rebalance investment portfolios:

    • Rebalance a single portfolio. Select the investment portfolio on the Overview. Right-click it on the right and choose Rebalancing.

    • Rebalance selected portfolios against the models linked to them. Search the investment portfolios on the Portfolios view and click Rebalance at the bottom.

  2. Define rebalance options. For more information about the fields, see Rebalance window.

  3. If needed, adjust the targt shares in the table. Once you defined all parameters, click Rebalance.

  4. View the trade orders suggested by the system. Use the filters at the top to adjust the list of trade orders. Once you are satisfied with the list, click Save. Note that only visible trade orders are saved. To save all suggested trade orders, clear all filters before saving.

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