Invest in Multiple Models
Instructions
A client can elect to allocate their investment across multiple Models.
To Invest in Multiple Models
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From the Display Selector, choose the client account that will be investing in multiple Models.
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Click the Reallocate button in the top right corner of the Portfolio page.
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Specify the amount you want to invest in each available model. You can enter values by:
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Entering an investment amount or percentage in the entry field for each model. The system will total the investment in the header row.
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Entering a total investment amount in the header row entry field and allowing the system to evenly allocate the total amongst all models. This method allows you to manually adjust percentages. Enter 0% for any model in which the client does not want to invest.
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Once you have entered an amount, select Create Investment Orders.
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The Orders will queue up at the bottom of your screen in which you may select Transmit All.
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The investment is distributed amongst the selected Models based on the existing structure of each.
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If the Model is not yet funded, the investment serves as the initial cash investment.
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If the Model is funded with cash only, the investment is added to the current funding and will be used to purchase investment instruments.
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If the Model has positions, the investment is used to purchase units in the same ratios currently held in the Model.
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Additional Resources
Learn About Model Portfolios in Trader Workstation at IBKR Campus