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 updated
The account drifts outside tolerance bands
The rebalancer is toggled OFF → ON
The daily system evaluation detects an issue
Rebalancer Tiles (Queues)
Where to View:
Rebalancer → Accounts to Rebalance
First Rebalance
No prior rebalance has occurred
Often triggered after assigning a new target
High Cash
Cash is above target
Cash thresholds are exceeded
Low Cash
Cash is below target
Cash thresholds are exceeded
Position Drift
Cash is within range
One or more positions exceed tolerance limits
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