Use the Rebalance Portfolio tool to redistribute the current position weighting in your portfolio. Specify a new "Target Percentage" for your positions and let TWS automatically create orders that, when submitted, will attempt to execute trades to keep your portfolio in line with your investment strategy.
Use the Account panel to determine the account or group of accounts that will be affected by the rebalance portfolio process. Individual users will see their single account. Advisors and other multi-account users will have an Account drop down selector where they can choose all accounts, choose one account, or create a group with specific accounts included, and then select the group.
Use the Contracts panel to change the position weighting of individual positions in your portfolio.
Check the "Armed" checkbox to transmit orders instantaneously when you click the Transmit All button. Otherwise you will received a confirmation message before all orders are transmitted. Other buttons allow you to:
The Trading panel lets you see all un-submitted orders, trades and trade logs.
For each position, reset the Target% until the weighting of all positions meets your desired amount. You may also open positions at this time by simply entering a contract symbol into a blank row as you would in the main trading window.
Select Create Rebalance Orders to have the system automatically model the new portfolio structure. A trading panel will display the order details. Modify the order parameters as needed and transmit the orders. Selecting Transmit All will execute all orders specified by the Rebalance Portfolio. Click Cancel All Orders to cancel your submitted orders and discard un-transmitted orders.
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". For a copy click here.
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.
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, click here.