Overview
SMArtX provides two default trade logic options when generating rebalance trades within the Pending Rebalance tile.
Best Fit (Target Precision)
Aligns portfolio as close to target as possible
May result in more trades
Best for:
Model accuracy
Full realignment
Minimum Transaction (Efficiency)
Minimizes total trading activity
Keeps positions within tolerance bands
Best for:
Reducing costs
Managing tax impact
Where to Compare Trade Logic
Pending Approval → Select Account → Compare Tax Impact
Key Consideration
Trade logic can significantly impact:
Tax outcomes
Number of trades
Portfolio precision