Strategy Compliance & Rebalancing
Open Positions by Strategy
Configured units: 00 open tickers
ETFs0 open · 0 configured tickers
Actual 0.0 percent, target 60.0 percent, Needs add by 60.0 pts
Reusable allocation units

Pies inside ETFs

Each Pie behaves like one strategy holding. Its member percentages split every investment placed into that Pie.

0.0%assigned to 0 Pies100.0% remains for standalone tickers
Imports up to 50 slices; zero-value exports use equal weights.

No Pies yet. Create one when a reusable stock basket belongs inside this strategy.

ETFs ticker target and actual weights, current market values, and rebalance guidance
TickerTarget weightTAV targetActual weightPlan
No open positions are assigned to this enabled bucket.
IT150 open · 0 configured tickers
Actual 0.0 percent, target 35.0 percent, Needs add by 35.0 pts
Reusable allocation units

Pies inside IT15

Each Pie behaves like one strategy holding. Its member percentages split every investment placed into that Pie.

0.0%assigned to 0 Pies100.0% remains for standalone tickers
Imports up to 50 slices; zero-value exports use equal weights.

No Pies yet. Create one when a reusable stock basket belongs inside this strategy.

IT15 ticker target and actual weights, current market values, and rebalance guidance
TickerTarget weightTAV targetActual weightPlan
No open positions are assigned to this enabled bucket.
Short/Swing0 open · 0 configured tickers
New ticker planNo allocation available for a new tickerActual 0.0 percent, target 5.0 percent, Needs add by 5.0 pts
Reusable allocation units

Pies inside Short/Swing

Each Pie behaves like one strategy holding. Its member percentages split every investment placed into that Pie.

0.0%assigned to 0 Pies100.0% remains for standalone tickers
Imports up to 50 slices; zero-value exports use equal weights.

No Pies yet. Create one when a reusable stock basket belongs inside this strategy.

Short/Swing ticker target and actual weights, current market values, and rebalance guidance
TickerTarget weightTAV targetActual weight
No open positions are assigned to this enabled bucket.