Manual rebalances

A manual rebalance calculates the trades for a household from the accounts, holdings and model you send, and returns them. Nothing is saved: a manual rebalance does not create a rebalance, and it reads no holdings of your firm.

To create a rebalance from the holdings AdviceCloud has for a household, call Create rebalances.

📄️Calculate a manual rebalance

Calculates the trades for the accounts in the request body, from the holdings, settings and models you send, and returns the result for each account, the total for the household, and the explanation. Nothing is saved. Weights and allocations, in the request body and in the response, are percents from 0 to 100.