Create Custom Portfolios that Automatically Invests Funds with Rebalancing API

We are excited to announce the launch of Rebalancing API 🥳 This new offering allows investment advisors or your customers to easily create investment portfolios that are automatically updated to the specified cash, stock symbol, percentage weights, rebalance conditions, and triggers selected.

What is Rebalancing?

Rebalancing is the process of realigning the target weightings of assets in an investment portfolio. It involves periodically buying or selling assets such as stock to maintain an original or desired level of allocation.

For instance, an original target asset allocated (100%) to an investment portfolio was allocated 60% to Stocks and 40% to Bonds. If, after a period of time, the stock percentage increased to 65%, this could increase the risk in the portfolio. To rebalance the portfolio, the investor may decide to sell 5% of the stock to buy bonds to get the portfolio to the original target allocation of 60/40.

Streamline Investment Portfolio Management and Operations with Broker API

Automatically manage custom investment portfolios

Seamlessly manage investment portfolios specifying the particular cash, stock symbol, and their corresponding percentage weights. Customer funds deposited will be automatically invested and traded according to the target assets' weightings and triggers implemented.

Set up specific conditions and triggers to initiate rebalancing

With Rebalancing API, you have the ability to specify rebalancing conditions and triggers that should be met. For instance, portfolios can be automatically rebalanced on a chosen calendar schedule (Weekly, Monthly, Quarterly, Annually) or after a percentage drift threshold has been breached. Cooldown days can also be specified, which is essentially the number of calendar days following a completed rebalancing run before the system can trigger another rebalance for a particular portfolio.

Your customers can subscribe or define their own portfolios

Rebalancing API allows investment advisors to create investment portfolios for your customers by choosing the allocation percentage and conditions for rebalancing or empowers your customers to design their own custom portfolios by defining these parameters themselves.

Key Features of Rebalancing API

  • Create custom investment portfolios that include assets, percentage weights, rebalancing conditions (drift threshold, calendar scheduling)
  • Rebalancing API currently supports US stocks
  • Set up custom triggers and parameters for rebalancing, such as cooldown days
  • Seamlessly manage and streamline your customer funds
  • Deposited funds are automatically invested toward target asset weightings
  • Customers can easily subscribe to custom investment portfolios or define them on their own

Rebalancing API: Pricing

Rebalancing API  is currently available for investment advisors at no additional cost in Sandbox for a limited period of time. If you are in the Essential plan, please reach out to [email protected] to learn more about your options. If you are on our Core plan, kindly reach out to your Customer Success Manager.

Get Started with Rebalancing API

Check out our learn article on How to Get Started with Rebalancing API or view documentation for additional information. If you have any questions regarding Rebalancing API, please reach out to us at [email protected].

Portfolio Rebalancing
Create weighted portfolios for users via API, automate portfolio rebalancing operations
How to Get Started with Rebalancing API
Alpaca’s Rebalancing API offers advisors a way to create investment portfolios. In this article, we dive into how you can start experimenting with this new feature.

All investments involve risk and the past performance of a security, or financial product does not guarantee future results or returns.There is no guarantee that any investment strategy will be successful in achieving its investment objectives. Diversification does not ensure a profit or eliminate the risk of a loss. . Asset allocation does not ensure a profit or protection against a loss.

There is always the potential of losing money when you invest in securities, or other financial products. Investors should consider their investment objectives and risks carefully before investing.

Brokerage services are provided by Alpaca Securities LLC ("Alpaca Securities"), member FINRA/SIPC, a wholly-owned subsidiary of AlpacaDB, Inc. Technology and services are offered by AlpacaDB, Inc.

This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Alpaca Securities is not registered (Alpaca is registered only in the United States).

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