Rebalance a Model

Instructions

You can rebalance the investments within a model at any time using the Rebalance window.

To Rebalance a Model

1. From the Display Selector on the Portfolio window, select the model you want to rebalance.

2. Click the Rebalance icon on the right side of the window.

   

3. In the Rebalance window, review and revise the Target percents for each instrument.

   • The target percents were established with the initial funding of the model.

     

4. Define the new target percents for allocation several ways:

   • Enter a new value in the desired Target % field by clicking the field and entering a number value representing the percentage (i.e. enter 5 for 5%).

   • Enter new values in all Target % fields by clicking the Clear Target % button.

   • Use the "Current %" values by clicking the Set Target % button. Once the target percents have been set to the current percents, you can make any modifications by clicking in the Target % field.

5. Click Create Rebalance Orders. Orders are created in the panel below the Rebalance window.

6. Confirm or modify the order parameters and click Transmit All to submit rebalance orders.

   

 

Additional Resources

• Learn About Model Portfolios in Trader Workstation at IBKR Campus

• Visit the Trader Workstation Website