User guide: How to run a point-in-time rebalance

Summary

Run a point-in-time rebalance for any portfolio

About

For any portfolio on the platform, users can navigate to the "AI rebalance page". This page permits a rebalancing of the portfolio, using a portfolio configuration based on the standard AI overlay.

Sequence of steps

1. Users can get the results directly by clicking "Rebalance"
   1. Users wanting however to make modifications may click "View/Edit portfolio configuration" this will open up the full portfolio configuration capabilities.
2. Users can observe "Target Weights", which indicate the new portfolio weights, as well as "Trade Weights", which indicate the trades that will be required to transition to the new portfolio.
3. Under the metrics tab, various metrics exists for the transitioned portfolio.