Portfolio rebalancing

    Review the exact rebalance before any order can move

    Research the company, build the model, review the trade, and automate portfolio management in one workspace.

    Set target weights, cash reserve, and a drift band, then inspect whole-share orders and their capital effect. A live rebalance is bound to the current account snapshot and exact basket; changed or stale holdings, prices, policy, or order terms require a fresh review.

    One continuous operating record

    1. 01Evidence and portfolio state establish what changed.
    2. 02Alternatives expose implementation, capital use, and downside.
    3. 03The owner reviews the exact proposal revision and order terms.
    4. 04Eligible orders follow one guarded dispatch path and reconcile to fills.
    5. 05Rules monitor the resulting portfolio without acquiring new authority.

    Authority boundary

    Research can recommend and prepare. Only the owner can grant brokerage authority. Automatic strategies remain bounded by account controls, versioned consent, allowed symbols, and owner-defined limits; broker or data failures pause rather than broaden authority.

    Illustrative portfolio · deterministic calculation

    Keep my portfolio at its target allocation

    Set target weights, cash reserve and a drift band. Only named holdings can be traded; omitted holdings remain held.

    Portfolio
    $100,000
    Cash before
    $8,000
    Proposed orders
    1
    Cash after
    $8,000
    SymbolPriceTarget %
    NVDA$150
    VTI$250
    BND$72

    Example prices are fixed for reproducibility and are not current quotes. Nothing on this page can send or queue an order.

    Exact unsigned preview
    OrderNotional
    SELL 67 NVDA30.0% → 20%$10,050

    Continue to restore this setup disabled. Connected holdings and current quotes are compared before a new preview. Live submission always requires separate review and consent.

    Keep this allocation on target.

    Connect your brokerage, set your cash reserve and drift limits, and let Market Ontology prepare or execute the adjustments you authorize.

    $399/month · Research, execution, and portfolio management included.

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