Open rebalancing portfolios

Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

In the open portfolio rebalancing tool, you have the option of opening and analyzing the rebalancing portfolio resulting from the current settings in a separate workspace with various evaluations before transmitting the orders.

You open the rebalancing portfolio by pressing the <F3> key or selecting the "Open rebalancing portfolio" icon. The icon is deactivated if no portfolio is selected.

Please refer to the following section Evaluations for rebalancing portfolios for all details on the standard evaluations optimized for rebalancing portfolios.