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Portfolio

Smart Rebalance

Shows how to bring a drifting portfolio back into line, position by position.

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The problem

Winners grow until they dominate your portfolio and quietly concentrate your risk. Rebalancing by hand is fiddly, so most people simply never do it.

How it works

What Smart Rebalance does

01
Sees the drift

Teak shows where your allocation has drifted from where you want it to be.

02
Position by position

It lays out what to trim and what to add to get back into balance.

03
Grounded in the verdicts

Suggestions respect Teak's read on each name, not just the raw weights.

The result
Concentration risk you can actually see and manage.
A clear, position-level plan instead of a vague sense that you should rebalance.
A portfolio that stays aligned with your intent as prices move.
Questions

Good to know

What does Smart Rebalance do?

It shows how your holdings have drifted from your target allocation and what to trim or add to realign.

Does it place trades?

No. AlphaTeak never executes trades. It shows you the plan and you act with your own broker.

Get Smart Rebalance, and the rest of the co-pilot

Add one holding and get a full, reasoned verdict in the next 90 seconds. Free to start, across four markets.

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AlphaTeak provides analysis and education, not personalized financial advice, and does not execute trades. Features described here are part of the AlphaTeak app.