Automate portfolio rebalancing with ETF rebalancing software. Set allocation targets and let rules maintain your desired asset mix across multiple brokers.
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Set rules like rebalance when any asset drifts 5% from target or monthly on the 15th. ETF rebalancing software eliminates manual portfolio adjustments by automatically maintaining your target allocations. The system monitors your holdings across Alpaca, Trading212, WeBull and other brokers then executes trades to restore desired weightings.
You define drift thresholds that trigger automatic rebalancing when allocations move beyond acceptable ranges. For example, if your 60/40 stock-bond mix shifts to 65/35, the platform sells equities and buys bonds to restore balance. Time-based rules can also rebalance monthly or quarterly regardless of drift.
The platform handles complex portfolios with dozens of ETFs across asset classes, sectors and geographies. Rules can maintain core-satellite structures, factor tilts or risk parity allocations while accounting for dividends, distributions and cash flows that naturally alter weightings over time.
Portfolio drift monitoring
Dashboard views show current vs target allocations with color coding for assets that have drifted beyond thresholds. You receive alerts when rebalancing is needed and can review proposed trades before execution.
Rule-based execution engine
Each rebalancing rule operates independently with customizable parameters for frequency, thresholds and minimum trade sizes to avoid excessive transaction costs on small adjustments.
Portfolio Rebalance
Maintains target allocations by selling overweight positions and buying underweight assets when drift exceeds defined thresholds. Executes monthly or quarterly.
Risk Parity Allocator
Allocates capital based on risk contribution rather than market cap weighting. Adjusts positions to maintain equal risk from each asset class or factor.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility while maintaining diversification. Rebalances when correlation patterns shift significantly.
Sharpe Targeting Rebalance
Adjusts allocations to maximize risk-adjusted returns based on rolling Sharpe ratios. Increases weights in assets with improving risk-return profiles.
Volatility Targeted Trend
Scales position sizes based on asset volatility to maintain consistent portfolio risk. Reduces exposure during high volatility periods.
Portfolio Rebalance
Maintains target allocations by selling overweight positions and buying underweight assets when drift exceeds defined thresholds. Executes monthly or quarterly.
Risk Parity Allocator
Allocates capital based on risk contribution rather than market cap weighting. Adjusts positions to maintain equal risk from each asset class or factor.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility while maintaining diversification. Rebalances when correlation patterns shift significantly.
Sharpe Targeting Rebalance
Adjusts allocations to maximize risk-adjusted returns based on rolling Sharpe ratios. Increases weights in assets with improving risk-return profiles.
Volatility Targeted Trend
Scales position sizes based on asset volatility to maintain consistent portfolio risk. Reduces exposure during high volatility periods.
Low Vol Defensive Rotation
Rotates between low volatility ETFs and defensive sectors during market stress. Uses VIX levels and drawdown triggers to adjust allocations.
Sector Momentum Switcher
Rotates sector ETF allocations based on relative strength and momentum indicators. Overweights outperforming sectors while reducing laggards.
Dividend ETF Seasonality
Adjusts dividend ETF weights around ex-dividend dates and seasonal patterns. Captures distribution income while managing price volatility.
Tax-Loss Harvest Rebalance
Combines rebalancing with tax-loss harvesting by selling losing positions for tax benefits while maintaining target allocations through similar ETFs.
Month-End Rebalance Effect
Times rebalancing around month-end flows when institutional rebalancing creates predictable price movements. Executes trades to capture these effects.
The system considers bid-ask spreads, trading volumes and expense ratios when executing rebalancing trades. Minimum trade thresholds prevent tiny adjustments that generate excessive costs. You can set maximum deviation limits to avoid rebalancing during extreme market conditions when spreads widen significantly.
Rules can prioritize tax-advantaged accounts for rebalancing to minimize taxable events. The platform tracks cost basis and holding periods to optimize tax consequences. Asset location strategies place tax-inefficient holdings in retirement accounts while keeping tax-efficient ETFs in taxable accounts.
New contributions and dividend distributions automatically flow into underweight positions to reduce rebalancing frequency. The system calculates optimal cash deployment to move allocations closer to targets before triggering full rebalancing trades.
Detailed reporting shows how rebalancing decisions impact returns over time. You can analyze the cost of maintaining discipline versus buy-and-hold approaches. Attribution analysis separates returns from asset selection, allocation and rebalancing timing effects.
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Rules can maintain exposure across domestic and international equities, bonds, REITs, commodities and alternative ETFs. The platform handles currency hedged and unhedged versions of international funds. Sector and factor diversification rules prevent concentration in any single area.
Advanced rules monitor correlation changes between assets and adjust allocations when diversification benefits erode. During crisis periods when correlations spike, the system can temporarily increase defensive allocations until normal relationships resume.
The platform recognizes different market volatility regimes and adjusts rebalancing frequency accordingly. During calm periods, wider drift bands reduce unnecessary trading. In volatile markets, tighter bands maintain discipline when emotions run high.
For factor-based portfolios, rules maintain target exposures to value, momentum, quality, size and other factors. The system monitors factor loadings and rebalances when style drift occurs within broad asset class allocations.
Advanced users can set risk budgets where each asset class contributes a target amount of portfolio volatility. The platform adjusts position sizes to maintain these risk contributions as market conditions change.
Getting started requires connecting your brokerage accounts and defining target allocations with acceptable drift ranges. The platform provides templates for common strategies like three-fund portfolios, target-date allocations and factor-based approaches. Real-time monitoring shows when rebalancing will trigger and lets you review trades before execution.
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