Rebalancer Practical Playbook
The Practical Playbook: clear answers and proven best practices, all in one place.
9 articles
Rebalancer OverviewWhat does the Rebalancer do and How it Helps Keep Portfolios Aligned to Target Allocations
What Triggers a Rebalance in SMArtX?Key Conditions That Flag Accounts for Rebalance
Rebalancer Workflow: Step-by-Step GuideFollow the Process from Identifying Accounts to Reviewing & Approving Trades
Understanding Trade Logic: Best Fit vs Minimum TransactionTrade Logic Options & How They Impact Trades & Portfolio Alignment
Tax Impact & Pre-Trade Analysis in the RebalancerReview Estimated Tax Impact Before Approving Rebalance Trades
Managing Pending Rebalance RequestsHow to Review, Filter, and Approve Rebalance Requests
Understanding Rebalance Statuses (Complete, Failed, Expired)Rebalance Statuses and What Actions to Take in the History Tab
Best Practices for Using the Rebalancer
Q&A: Rebalancer