Triggering a rebalancing

To complete reallocation of the portfolio, you must trigger a rebalancing for that account.

POST /portfolios/rebalancings/executions.

Triggering at global portfolio allocation level

Example request

{
	"allocations": [
		"eafa39e3-7837-476f-8af1-49fa604e3f49"
	]
}

In this example, the one-off rebalancing is triggered at the 'global' portfolio allocation level, i.e., it applies to all accounts that have this allocation in their portfolio configuration.

Triggering at accounts level

You can also trigger the one-off portfolio rebalancing at a more granular level of individual accounts by selecting single or multiple accounts:

Example request

{
	"accounts": [
		"43801b85-bbcf-41c7-8389-b018082a5ec5",
		"20151679-c159-4f16-b8a2-267b3d968c6f"
	]
}

In both cases, the rebalancing_execution_id is returned. You can use this ID to list all portfolio orders created as a result of the trigger at all times.

The portfolio rebalancing execution request triggers a series of events in our system that lead to a rebalancing of the users' portfolios. This rebalancing of active portfolio investments to their target allocation is done through the execution of a set of individual orders. As we learned in the guide 'Understanding portfolio orders', a set of orders in the context of the Investment API is called a portfolio order.

In other words, for each account specified in the one-off rebalancing trigger, we create a portfolio order that, when executed (i.e., all individual orders have been executed) rebalances the portfolio investment with its target allocation.