Use the Rebalance Portfolio tool to redistribute the current position weighting in your portfolio. Specify a new "Target Percentage" for your positions and let TWS automatically create orders that, when submitted, will attempt to execute trades to keep your portfolio in line with your investment strategy.
Use the Account panel to determine the account or group of accounts that will be affected by the rebalance portfolio process. Individual users will see their single account. Advisors and other multi-account users will have an Account drop down selector where they can choose all accounts, choose one account, or create a group with specific accounts included, and then select the group.
Use the Contracts panel to change the position weighting of individual positions in your portfolio.
Check the "Armed" checkbox to transmit orders instantaneously when you click the Transmit All button. Otherwise you will received a confirmation message before all orders are transmitted. Other buttons allow you to:
The Trading panel lets you see all un-submitted orders, trades and trade logs.
For each position, reset the Target% until the weighting of all positions meets your desired amount. You may also open positions at this time by simply entering a contract symbol into a blank row as you would in the main trading window.
Select Create Rebalance Orders to have the system automatically model the new portfolio structure. A trading panel will display the order details. Modify the order parameters as needed and transmit the orders. Selecting Transmit All will execute all orders specified by the Rebalance Portfolio. Click Cancel All Orders to cancel your submitted orders and discard un-transmitted orders.
Pursuant to the Treasury Laws Amendment (Design and Distribution Obligations and Product Intervention Powers) Act 2019, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.
Product Disclosure Statements are also available for each of these products. You should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.