rebalance date

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This topic contains 1 reply, has 2 voices, and was last updated by  Vangelis 1 year, 5 months ago.

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  • #52251

    brwg
    Participant

    The quant trader system seems to be using the end of the month as the rebalance date.

    Is there any flxeibility this can be adjusted from time to time.  For example, on the 3rd of June, I like to rebalance my portfolio, can i get the recommended portfolio based on that rebalance date?

     

    thanks

     

    B

    #52253

    Vangelis
    Keymaster

    Yes, of course. With QuantTrader you can rebalance any day of the month you want to.
    Under the “Allocations” box you will 2 Tabs:
    1. “Invested” – This shows you what you would be holding if you were to rebalance at the end of the previous month (the default).
    2. Actual – This allocation is calculated based on today’s prices and may vary from the previous one.

    If you wanted to rebalance today (say the 3rd) or any other day, you would just follow the “Actual” allocations.

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