{"id":176032,"date":"2021-07-30T15:59:00","date_gmt":"2021-07-30T19:59:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/trading-lessons\/rebalance-portfolio-for-advisors\/"},"modified":"2026-06-25T15:53:03","modified_gmt":"2026-06-25T19:53:03","slug":"rebalance-portfolio-for-advisors","status":"publish","type":"trading-lessons","link":"https:\/\/www.interactivebrokers.com\/campus\/trading-lessons\/rebalance-portfolio-for-advisors\/","title":{"rendered":"Rebalance Portfolio for Advisors"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>New to Interactive Brokers?<\/strong><\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-50\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/ndcdyn.interactivebrokers.com\/mkt\/?src=taTWSADVAcc&amp;url=%2FUniversal%2FApplication\" target=\"_blank\" rel=\"noreferrer noopener\">Open Account<\/a><\/div>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\nThe Rebalance Portfolio window allows you to see your overall portfolio for All your accounts, a Group of accounts, or an individual account. In this lesson we will demonstrate how to rebalance an entire portfolio using the Rebalance Portfolio screen. While similar to the Rebalance Model screen we discussed in previous lessons, the Rebalance Portfolio screen allows you to adjust the entire portfolio, not just the positions in a Model.\n\nTo access the Rebalance Portfolio in Mosaic left click on the New Window button in the upper left-hand corner and scroll down to Portfolio tools, Rebalance Portfolio and left click on it.\n\nThe Rebalance Portfolio screen will appear, using the drop-down box in the upper left-hand corner you can select either a Group, All accounts, or an individual account an all the positions held by your selection will populate the screen. If you choose a Model in the box, the Rebalance Portfolio screen will automatically switch to the Rebalance Model screen.\n\nWith the Rebalance Portfolio screen displayed, you can pre-populate the Target % to use the current Actual % values by clicking on the \u201cSet Target from Current\u201d for all the instruments by clicking on the button at the bottom of the screen or set for an individual instrument by right clicking on the box in Target % column to Set Targets to Current.\n\n<img decoding=\"async\" class=\"alignnone size-full wp-image-10061 lazyload\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2022\/11\/adv8.png\" alt=\"\" width=\"780\" height=\"300\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 780px; aspect-ratio: 780\/300;\">\n\nThe Target % values can be cleared out by clicking on the \u201cClear Targets\u201d button on the bottom right-hand side. Current Target % values may be entered in the row that you want to adjust.\n\nPositive percentages will result in long positions and negative percentages will result in short positions.\n\n<img decoding=\"async\" class=\"alignnone size-medium wp-image-10062 lazyload\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2023\/01\/adv9.png\" alt=\"\" width=\"610\" height=\"506\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 610px; aspect-ratio: 610\/506;\">\n\nPortfolios may also be exported or imported by clicking the Import or Export buttons in the lower left-hand corner.\n\nLet us adjust all the stock Target % for Group A to 2%.\n\nIn the Select account drop-down box left clicking on the black triangle and scroll down to Group A. Now go to the Target % column and left click on each row to change to 2%.\n\nAs we change each individual Target % to 2% the Total Cash Target % will adjust.\n\nOnce you are satisfied with the Target % weights click on the red \u201cCreate Rebalance Orders\u201d button to populate the trading window.\n\n<img decoding=\"async\" class=\"alignnone size-full wp-image-10063 lazyload\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2022\/11\/adv10.png\" alt=\"\" width=\"780\" height=\"344\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 780px; aspect-ratio: 780\/344;\">\n\nYou may expand the trading window by clicking on the pop-up window or dragging the bar above the area upwards. Once the orders are created you can go in and set the order type, price, time in force, and destination.\n\nWhen everything is set you may send the orders individually or click the Transmit all button.\n\n<img decoding=\"async\" class=\"alignnone size-full wp-image-10064 lazyload\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2022\/11\/adv11.png\" alt=\"\" width=\"780\" height=\"208\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 780px; aspect-ratio: 780\/208;\">","protected":false},"excerpt":{"rendered":"<p>Learn how to use the TWS Rebalance Portfolio tool for the entire portfolio, not just models. See how to access it and set weights to rebalance the portfolio.<\/p>\n","protected":false},"author":899,"featured_media":221397,"parent":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"contributors-categories":[13576],"traders-academy":[13125,13128,13132],"class_list":["post-176032","trading-lessons","type-trading-lessons","status-publish","has-post-thumbnail","contributors-categories-interactive-brokers","traders-academy-beginner-trading","traders-academy-level","traders-academy-trading-lesson"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Archives | Traders&#039; Academy | IBKR Campus<\/title>\n<meta name=\"description\" content=\"Learn how to use the TWS Rebalance Portfolio tool for the entire portfolio, not just models. 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