How to Rebalance with Linked Accounts

How to rebalance and send order to your broker

Marco Salerno
Written by Marco SalernoLast update 1 year 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.

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