Rebalancing your portfolio

By default, rebalancing takes place on the first trading day of each month. The frequency (weekly, monthly, or quarterly) and start point are set in the rebalancing settings. You can find details about the rebalancing schedule at pfolio here.

Make sure that your current positions in the Investments Trade Log page are up-to-date as the rebalancing instructions calculate the delta between your current positions and the new portfolio allocations.

In addition, check that your selected base currency is correct.

Head to the Investments Rebalancing Tool page and do the following:

1. Load portfolio allocations
2. Enter net asset value
3. Click 'Load Instructions' to generate the rebalancing instructions

Login to your trading platform and follow the rebalancing instructions.