How to Rebalance with Linked Accounts

Marco Salerno
Written by Marco SalernoLast updated 3 years ago

Below is an example of rebalancing a strategy that follows a model. The operation of "rebalancing" is needed when your strategy is drifting (expressed as a percentage) from the underlying model. Rebalancing is a single click operation: all the orders needed are presented for review and a single click can send them all.

Did this article help you solve your issue?

Portfolio123 - Help Center

© 2025 Portfolio123 - Help Center. All rights reserved.

Knowledge Base Software by Customerly