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.

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Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport