Rebalancing
Over time, winners grow and your allocation drifts from target. Rebalancing restores it.
How to rebalance here
- Open Rebalance (Portfolio hub → Rebalance) or the Auto-Rebalancer.
- Set target weights (by holding, sector, or model portfolio).
- The engine computes the trades to hit target within a drift band, so you don't churn on tiny moves.
- The tax-aware view shows the estimated tax cost per sell, so you can prefer harvesting losses and holding gains.
- Review the proposal — execution stays behind a confirmation gate.
Model-portfolio drift is tracked continuously in the Advisor workspace for managed accounts.