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slowisfast

05 Oct 2020

∙

General Investing

Rebalance Portfolio trade order in IB?

I read that IB now offers an order type to rebalance your portfolio to stated percentages in one click.

Is this translated into a market order?

Is this order type available in their mobile app?

Thanks

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Nicholas Beh

05 Oct 2020

Student Ambassador 2020/21 at Seedly

IBKR does offer a function to rebalance your portfolio, but it is only available on their desktop platform TWS. You can view more details here along with a short video tutorial available here.

This feature is geared more towards fund managers and not for the average person. Limit orders are used and each order (per security) will accrue commissions. Unless you have a large and complex portfolio, doing the calculations and placing the orders yourself will be the better option.

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I placed a limit order for buying shares in IBKR but received the message about "market price cap" . I checked the orders & trades panel and it showed that my order had been cancelled, why so?

How can we rebalance our own portfolios? I know it is common for robo-advisors to rebalance on their own, but as individual investors, what are the steps to take to rebalance?

What does it mean to rebalance portfolio? How do i know when to sell stocks to rebalance or should I buy more of other stocks?

If I am trading stocks and using a nominee account, is there any risk of naked short selling? I have 10 shares of "Stock A". I submit a sell order of 11 shares of "Stock A". Will the order get passed?

No records of order at my IBSG, orders & trades.

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