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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:

Create a composite investment plan

Rebalancing logic

Rebalancing logic and scenarios are described in Rebalance logic. Rebalancing details are explained in Rebalance parameters - details in FA Back reference.