{"id":176054,"date":"2021-07-30T18:20:00","date_gmt":"2021-07-30T22:20:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/trading-lessons\/reallocate-for-advisors\/"},"modified":"2026-06-25T15:53:03","modified_gmt":"2026-06-25T19:53:03","slug":"reallocate-for-advisors","status":"publish","type":"trading-lessons","link":"https:\/\/www.interactivebrokers.com\/campus\/trading-lessons\/reallocate-for-advisors\/","title":{"rendered":"Reallocate 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\nIn this video we will go over how to change the amount a Group invests in a Model as well as reallocating funds from the independent area to multiple Models.\n\nWe will use the Reallocation window to do both.\n\nIn order to access the Reallocation window, look for the Classic TWS tab at the bottom of the screen, left click on the tab to access the Classic TWS set up.\n\nYou can access your Portfolio tab at the top of the page. If you do not see it, locate the \u201c+\u201d sign to the right of the available tabs and click-right. Locate and select Portfolio Window to display it.\n\nFirst, we will change the amount a Group invests in Model. At the top left of the page is the \u201cDisplay Selector\u201d drop down menu. &nbsp;Access all your available Models, Groups and Accounts. Scroll through the list to the Group area until you see the Group you want to allocate to a Model is highlighted and left click on the mouse. For this video demonstration we are going to choose Group A and change the investment in Model A from 15% to 20%.\n\nNow that we\u2019ve selected the Group A, left click the \u201cReallocate\u201d button on the top right side of the screen.\n\nThe Reallocate display screen will appear. On the left-hand side will be the list of Models created.\n\nThe reallocation feature allows you to choose either a target % or target amount.\n\nTarget % allows you to choose the percentage of available funds to allocate and target amount allows you to choose the dollar value of funds to allocate.\n\nWe are going to change the allocation from 15% to 20% of Group A\u2019s cash in Model A.\n\n<img decoding=\"async\" class=\"alignnone size-full wp-image-10156 lazyload\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2022\/11\/adv42.png\" alt=\"\" width=\"780\" height=\"233\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 780px; aspect-ratio: 780\/233;\">Look for Model A in the display window, notice the value in the % of Market Value is approximately 15%.\n\nClick the red \u201cCreate Reallocation Orders\u201d button.\n\nThis button will automatically create the orders needed to reallocate cash from the group to invest into the Model.\n\nOnce the orders are created you can change the Order Type, Time in Force, Price, and Destination and take advantage of all the algorithms and order types Interactive Broker\u2019s offers.\n\nI will change the order type to Market and left click on the blue \u201cTransmit All\u201d button in the center to execute the orders.\n\nWe have now changed the allocation of Group A\u2019s cash to Model A from 15% to 20%.\n\nWe will now reallocate funds to multiple models.\n\nGo back to the Reallocation window and populate the drop-down box with Group B.\n\nWe will allocate 20% into Model A, 15% into Model B, and 10% into Model C.\n\n<img decoding=\"async\" class=\"alignnone size-medium wp-image-10157 lazyload\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2022\/11\/adv43.png\" alt=\"\" width=\"780\" height=\"246\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 780px; aspect-ratio: 780\/246;\">\n\nMove your curser to the white and grey columns on the right-hand side labelled Target % and Target Amount.\n\nIn the Target % row next to Model A type in 20 and click return, enter 15 next to Model B, and enter 10 next to Model C.\n\nOnce the target percentages are set click the red Create Reallocation Orders button and adjust the orders as necessary before clicking Transmit All.\n\n<img decoding=\"async\" class=\"alignnone size-medium wp-image-10158 lazyload\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2022\/11\/adv44.png\" alt=\"\" width=\"791\" height=\"454\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 791px; aspect-ratio: 791\/454;\">\n\nYou have now successfully reallocated your cash to multiple Models.","protected":false},"excerpt":{"rendered":"<p>Reallocating funds from one model to another and allocating more funds to another model.<\/p>\n","protected":false},"author":899,"featured_media":221391,"parent":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"contributors-categories":[13576],"traders-academy":[13126,13128,13132],"class_list":["post-176054","trading-lessons","type-trading-lessons","status-publish","has-post-thumbnail","contributors-categories-interactive-brokers","traders-academy-intermediate-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 | 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