Rebalancer
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