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Managing Targets: Editing, Thresholds & Monitoring

Control drift, rebalancing behavior, and portfolio updates

Updated over 2 weeks ago

Overview

Managing Target Portfolios allows you to review performance, update allocations, adjust thresholds, and maintain portfolio accuracy across accounts.

View All Targets

  • Navigate to Targets from the left menu

  • Use:

    • Search bar to find a target

    • Filters to narrow results

    • Column settings (gear icon) to customize your view

  • Click a Target row to open its detail page

View Target Details

From the Target detail page:

  • Review holdings, allocations, and structure

  • Scroll for additional details

  • Click View Performance (if available)

Note:
Performance is only available if the Target is made entirely of models. Targets with individual securities will not display performance

Edit a Target

  • Go to Targets

  • Click the pencil icon (Edit) under the Actions column

  • Make updates such as:

    • Holdings

    • Allocation weights

    • Target name

  • Click Save Target

Clone or Delete a Target

From the Targets tab:

  • Clone

    • Click the clone icon

    • Creates a copy you can edit independently

  • Delete

    • Click the trash icon

    • Removes the Target from the platform
      ​(permissions required)

Adjust Thresholds (Advanced Mode)

What are Thresholds?

Thresholds control when a portfolio is considered out of balance and when a rebalance is triggered.

How to Edit Thresholds

  • Open a Target

  • Toggle Advanced Mode

  • Click the pencil icon next to a holding or model

  • Update:

    • Rebalance Threshold (default: ±20%)

    • Precision Threshold (default: ±4%)

  • Click Update

Definitions:

  • Rebalance Threshold: How far a holding can drift before triggering a rebalance

  • Precision Threshold: How closely trades aim to match the target after rebalancing

Rebalance Cash Allocation

  • Click the scales icon on the Target page

  • Automatically adjusts cash to ensure allocations equal 100%

If overallocated, the platform will prompt a warning before saving

View Assigned Accounts

  • In the Targets tab, locate the Subscribed Accounts column

  • Click the number to:

    • View assigned account details

    • Export the list to CSV

Export Target Data

  • Click the download icon to export:

    • Target details

    • Assigned accounts

    • Allocation data

Key Notes

  • You can only edit Targets you created

  • To change the enterprise on a Target, you must clone it first

  • Targets act as the source of truth—changes should be followed by rebalancing accounts

  • Removing a Target does not turn off rebalancing automatically

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