IX INDYXQUANT
explore terminal
A
Loading market data…
Loading headlines…
Skip to content
Trading & Strategies

Rebalancing Your Portfolio

Bring drifted allocations back to target — tax-aware, with an execution gate.

1 min read 109 words trading rebalance drift tax-aware

Rebalancing

Over time, winners grow and your allocation drifts from target. Rebalancing restores it.

How to rebalance here

  1. Open Rebalance (Portfolio hub → Rebalance) or the Auto-Rebalancer.
  2. Set target weights (by holding, sector, or model portfolio).
  3. The engine computes the trades to hit target within a drift band, so you don't churn on tiny moves.
  4. The tax-aware view shows the estimated tax cost per sell, so you can prefer harvesting losses and holding gains.
  5. Review the proposal — execution stays behind a confirmation gate.

Model-portfolio drift is tracked continuously in the Advisor workspace for managed accounts.

Still need help? Our team can walk you through any feature.
Contact Support
INDYXQUANT PRO v4.1·HELP CENTER·Trading & Strategies·1 min read
smart_toy