# Configuring portfolio order distributions

There are a number of strategies for calculating the overall order distribution when submitting portfolio orders. Upvest allows clients to set the order distribution logic with a tenant-level configuration. This allows clients to choose between a strategy focused on speed of execution and settlement or to focus on portfolio accuracy.

## Default strategy

The default approach focuses on speed of execution by using the target allocation for buy orders and the current allocation for sell orders to determine the correct distribution. This includes:

* For BUY orders, the default strategy looks at the desired balance of the portfolio (i.e., the target allocation) regardless of the portfolio’s current composition.
Example: If an instrument has a target allocation of 50% of the portfolio, that instrument will equal 50% of the portfolio buy order.
* For SELL orders, the default strategy tries to match the current value of each position.
Example: If an instrument represents 42% of the portfolio’s current value, that instrument will equal 42% of the portfolio sell order.


## Pro-rata strategy

The pro-rata strategy focuses on portfolio accuracy by considering the portfolio’s current state to actively move towards its target allocation. It does this by determining which positions are currently outside of their target allocation and adjusts the order to correct.

* For BUY orders, the pro-rata strategy directs the buy amount to positions that are under their target allocation.
* For SELL orders, the pro-rata strategy directs the sell amount to positions that are over their target allocation.


In both cases, if the positions already match the target allocation, the order distribution behaves similar to the default strategy.

Contact your account manager to set up your desired portfolio distribution strategy.