Edit Inline Profile on Rebalance

Instructions

Advisors using the Rebalance Portfolio window to simultaneously reset the Target % allocation for multiple accounts can edit the inline profile for rebalance orders before submitting. The inline profile for each order identifies the accounts that will be affected by the rebalance order and allows you to delete accounts from the profile based on user-selection or specified "shares to trade" criterion.

You can now use the Allocation Order Tool to rebalance, or if you choose, use the legacy tool described below.

The edit profile on rebalance in TWS.

To Edit an Inline Profile using Legacy Tool

  1. From the Rebalance account selector choose Group > All.

  2. Reset target percents as needed and click Create Rebalance Orders.

    The Edit an Inline Profile using Legacy Tool

  3. Double-click the Allocation field on an order line to view and edit the Inline Profile.

  4. Specify criteria that will result in certain accounts being omitted.

  5. Click OK when finished.

    View and edit the inline profile in TWS.

 

Additional Resources

Learn About Rebalance for Advisors in Trader Workstation at IBKR Campus

Visit the Trader Workstation Website