Rebalancing your portfolio

Follow these steps for a smooth and efficient monthly portfolio rebalancing process.

Contents

The monthly rebalancing takes place on the first trading day of the new month. You can find details about the rebalancing schedule at pfolio here.

Rebalancing your portfolio

Checking your positions

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.

Loading rebalancing instructions

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

  1. Load portfolio allocations
  2. Enter net asset value
  3. Confirm allocations to load rebalancing instructions

Implementing trades in your trading platform

Login to your trading platform and follow the rebalancing instructions.

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