Fund and Populate a Model
Instructions
When you initially fund a model and populate it with investment instruments, the model's allocation targets for future investments are created. There are two ways to specify the model's instrument allocation percents with initial funding:
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You can specify the target percent allocation for each investment instrument first and fund the model second. In this case the system will automatically create orders to purchase assets in proportion to the defined target percentages when the model is funded.
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You can fund the model first and then trade the investment instruments (and consequently define the allocation percents) second.
Choose whether to use Static or Dynamic target percent allocations.
Regardless of the method you use for initial funding, subsequent client investments are allocated based on these specified percents. To change the target allocation percents, use the Rebalance window.
Additional Resources
Learn About Model Portfolios in Trader Workstation at IBKR Campus