Once created you can edit the model's description, add, and remove instruments from the model and update its target allocation percentages.
You cannot change the name or the type (static or dynamic).
What model edits are possible?
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What does Rebalance do?
Use Rebalance if the Actual Allocation amounts have become out of sync with your targets, or If you want to change the Target Allocations. When the rebalanced allocations are Saved, you “Create Rebalance Orders” to sell some instruments and buy others to achieve the updated Target Allocations. You can rebalance your models at any time. Once you rebalance, the Rebalance orders attempt to hit the new Target Allocations…
What is an imbalance?
An imbalance is a measure of how far an instrument's actual allocation differs from its target in a model. It is calculated as the absolute (always positive) difference between the actual % (the instrument's value as a share of the total investment by an account in the model) and the target % (the instrument's model allocation)…
How do I create a Portfolio Model?
These models are managed by your Advisor and can only be created by Advisors in Trader Workstation. You can view your model portfolios in Client Portal. From the Portfolio tab select Portfolio Model.
- Use the Enter Symbol or Company Name field to add instruments to your model…
How is a model created?
To get started, begin by creating a model on the Create Models page found in the Advisor Broker Portal under Menu > Trade > Models > Create Models. You can later invest a given portion of one or more clients’ funds to it. Every model is referenced by its name. This cannot be changed once set. The description can still be changed…