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FA lets you manage investments through a variety of models that you can configure to suit your applications (model portfolios, investment plan).



Rebalancing against the investment plan or model portfolio

FA Model Portfolio Management supports both model portfolios and investment plans.

Composite investment plan

If you want to build your investment plan with certain shares of models (for example 20% of stock portfolio and 80% of bond portfolio), you can do that using this functionality as well.

First build your model portfolios like defined in the previous paragraph, then follow these instructions:

How to create a composite investment plan (based on model portfolios)

Rebalancing logic

Rebalancing details are explained in the Rebalance parameters - details section in FA Back reference.

Pre-saved rebalancing configurations

Rebalance is quite complicated, since it has been planned to be used various different kind of scenarios.

In template there is a possibility to use pre-saved rebalancing scenarios, these are described here: How to preset Rebalancing configurationsPreset rebalancing configurations