Discussion

Rebalancing

Roderic Samuel

5 years, 2 months ago 2312 views

Hi Ivan,

If I set my rebalancing to monthly, is it something I should do manually or will your system let me know when to and how to manage the portfolio. In other words

Please explain the process.

Thanks

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1 reply

Admin

5 years, 2 months ago

If you set the rebalancing frequency as monthly, the system will update you in the email which stocks to trade on a monthly frequency. Hope this helps!