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Rebalancing & Trading

Learn about the rebalancing process, and automated trading considerations.

What Is Reblancing?

In tactical portfolios, the dynamic nature of the market is harnessed to take advantage of lucrative opportunities and prevent substantial drawdowns. The pivotal moment when the assets within a por...
When Do I Rebalance?

TuringTrader's portfolios have regular rebalancing schedules with some requiring to rebalance daily, and others on a weekly, or monthly basis. These schedules are easy to follow and you will always...
How Do I Rebalance?

Learn the few simple steps to rotate your assets. While our guide looks like a lot of work, it will become an easy routine that takes you, depending on your chosen portfolio, between 5 minutes a mo...
Do You Send Notifications?

Yes, we do. When it is time to rebalance your portfolio, we send email notifications. Please note, when you enable these notifications this will only apply to alerts when your accounts need attenti...
Account Grouping and Consolidation

For investors with many accounts and more sophisticated needs, we provide additional features to help them streamline their portfolio maintenance. Our Account Grouping and Consolidation feature req...
Brokerage Accounts

To manage your portfolio's assets, you need a brokerage account. There are many brokers available and TuringTrader.com imposes no special requirements because you have the full flexibility to trade...
API Access

TuringTrader.com provides an API to access your portfolio's asset allocation. With this API, you can create your own applications in a programming language of your choice, or as macro-enabled sprea...
Automated Trading Considerations

While the Excel-based rebalancing tool already saves a lot of time, some investors want to go further than this and fully automate their trading. Most brokerages offer an API to query the account s...
Habits For Success

Investing with TuringTrader.com is designed to be straightforward, but your long-term success relies on adopting some important habits. We provide insights to help you navigate the intricacies of f...
What If I am Going to Travel?

Are you planning to go on a longer trip and may not be able to keep up with the rebalancing schedule? Are you wondering if you need to liquidate your assets to cash until you return? Or just rebala...
Why did my asset allocation change?

TuringTrader portfolios rebalance on a regular schedule; some daily, others weekly, and a few monthly. However, the asset allocation displayed on the site fluctuates daily. This article explains wh...