To complete reallocation of the portfolio, you must trigger a rebalancing for that account.
POST /portfolios/rebalancings/executions.
Example request
{
"allocations": [
"eafa39e3-7837-476f-8af1-49fa604e3f49"
]
}In this example, the one-off rebalancing is triggered at the 'global' portfolio allocation level, i.e., it applies to all accounts that have this allocation in their portfolio configuration.
You can also trigger the one-off portfolio rebalancing at a more granular level of individual accounts by selecting single or multiple accounts:
Example request
{
"accounts": [
"43801b85-bbcf-41c7-8389-b018082a5ec5",
"20151679-c159-4f16-b8a2-267b3d968c6f"
]
}In both cases, the rebalancing_execution_id is returned. You can use this ID to list all portfolio orders created as a result of the trigger at all times.
The portfolio rebalancing execution request triggers a series of events in our system that lead to a rebalancing of the users' portfolios. This rebalancing of active portfolio investments to their target allocation is done through the execution of a set of individual orders. As we learned in the guide 'Understanding portfolio orders', a set of orders in the context of the Investment API is called a portfolio order.
In other words, for each account specified in the one-off rebalancing trigger, we create a portfolio order that, when executed (i.e., all individual orders have been executed) rebalances the portfolio investment with its target allocation.