Tolerance for Desired Model Weights

Instructions

Use the Advisor Setup Presets tab to define a tolerance percentage for desired model weights when the Allocation Target method is "Dynamic".

If a model's percent falls outside of the tolerance range (greater than or less than 1% of the Model%) you will be notified when you run the Unbalanced check.. You will see invested accounts in each dynamic model that fall outside of the tolerance percentage.

The Tolerance for Desired Model Weights section in TWS.

Once defined, you can run the Unbalanced check to find invested accounts in each dynamic model that fall outside of the tolerance percentage.

 

Additional Resources

Learn About Model Portfolios in Trader Workstation at IBKR Campus

Visit the Trader Workstation Website