Trim Oversized Positions
Identify holdings above your chosen cap and inspect the proposed position reductions.
Review current shares, target exposure and order size before sending any trade.
What you see in Market Ontology
The live product, read-only. Your own work opens here after checkout.
Start the job
What opens after checkout
Proposed reduction and before/after exposure, built from the details above and saved to your account in Market Ontology.
- You get
- Proposed reduction and before/after exposure
- Opens in
- Market Ontology
- Built from
- Shares, price, account value, weight cap
- Orders
- None; nothing is sent on your behalf