Company
Date Published
Author
Sonia Sethi
Word count
643
Language
English
Hacker News points
None

Summary

Rebalancing API is a new offering that allows investment advisors to create and manage custom investment portfolios automatically, streamlining portfolio management and operations. It enables users to specify cash, stock symbol, percentage weights, rebalancing conditions, and triggers, with the ability to set up specific conditions and triggers for initiating rebalancing. The platform supports US stocks and allows customers to subscribe or define their own portfolios, with features such as cooldown days and automatic investment of deposited funds towards target asset weightings. Rebalancing API is currently available at no additional cost in Sandbox for a limited time, and users can get started by checking out the learn article or viewing documentation for more information.