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Rebalancing & basket orders

Stay on target without watching the screen.

Choose when each basket, model portfolio or Autopilot strategy is brought back to its target: every day, every week, every month, or only when a weight drifts too far. Each rebalance goes through the allocation planner and the same risk gate as every other order.

Start on paperSee pricing
What you control

Your schedule, your approval.

Daily, weekly, monthly or on drift

Drift schedules check every day and act only when a holding is further from its target than the threshold you set (5 points by default).

One-click approval

A due rebalance becomes a proposal with every trade listed. Approve it and it is re-sized at today's prices and placed as one basket order.

Automatic on Autopilot

On an Autopilot plan you can let rebalances place themselves; each leg is still routed by your plan's mode and checked by the risk gate.

Self-funded

Sells come first and pay for the buys, using the planner's tolerance bands and unit rules, so a rebalance never pulls cash from the rest of your account.

Basket orders across brokers

Place a list of orders in one click on Paper or the connected broker you've made active. Every leg is audited; a refused leg is reported with the reason.

Every run logged

Each scheduled run, proposal and approval is written to the hash-chained audit log.
How it works

From drift to done.

  1. 01

    The schedule comes due

    Our daily job checks every schedule that is due (after the Indian and European closes, during the US session).

  2. 02

    The planner sizes the trades

    Only holdings outside their tolerance band trade; sells fund buys.

  3. 03

    You approve — or Autopilot does

    A notification links to the proposal. One click places it; dismissing keeps your holdings as they are.

Targets
Thematic baskets, model portfolios, your goal plan (Autopilot or Copilot)
Frequencies
Daily · weekly · monthly · on drift
Accounts
Paper by default; a connected broker when it is your active account

Rebalancing doesn't guarantee returns and can create charges and taxable gains; both are estimated before you approve.

Start on paper. Go live only when you’re ready.

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