Overview
Accounts are automatically flagged for rebalancing when they fall out of alignment with their assigned target or meet specific system conditions.
Primary Rebalance Triggers
An account will enter the rebalance queue when:
A target portfolio is added and/or updated
One or more positions in the account drifts outside tolerance bands
The rebalancer is toggled OFF → ON
Rebalancer Tiles (Queues)
Where to View:
Rebalancer → Accounts to Rebalance
First Rebalance
No prior rebalance has occurred
The account's target portfolio was updated
The account's Rebalancer setting is toggled OFF → ON
High Cash
Cash is greater than or equal to the upper cash threshold
Low Cash
Cash is less than or equal to the lower cash threshold
Position Drift
Cash is within range
One or more positions exceed the upper or lower thresholds
Additional Rebalance Tile Indicators
Source → Why the account was flagged (drift, target update, etc.)
Needed Since → When the issue first appeared
Last Rebalanced → Most recent rebalance date