Rebalance Portfolio

Trader Workstation's Rebalance Portfolio window lets you quickly and easily rebalance your entire portfolio across all asset classes, simplifying the process of realigning a portfolio based
on your investment goals and risk tolerances.


Rebalance Portfolio

TWS Rebalance Portfolio offers traders the following benefits:
  • Automatically open and close positions to rebalance your entire portfolio based on new allocation percentages that you enter.
  • Advisors can automatically rebalance all accounts, a single subaccount, or a user-defined Account Group.
  • Add financial instruments and create orders just as you would in the TWS Quote Monitor.

  • Quickly modify allocated amounts to suit your risk profile.
  • Export your Rebalance file to Microsoft Excel, modify the current percentage to reflect the percent of net liquidation you want the positions to have in Excel, then import the modified file back into Rebalance Portfolio.

Read More

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, see our exchange listings.