The complete rebalancing stack — as an API

Configurable drift bands

Absolute or relative threshold bands per asset class. Set 2% for equity, 1% for fixed income, or flat percentage across the whole portfolio.

Fractional share support

Full fractional precision at the API level. Target allocations hit to four decimal places, not rounded to whole shares.

Tax lot selection

Wrapper-aware FIFO, LIFO, and tax-optimal lot selection. Sell the lot that minimises taxable realisation per the wrapper rules.

Multi-currency FX overlay

Separates price-driven drift from FX-driven drift. Avoids triggering rebalances on phantom drift caused by exchange rate movement.

Corporate actions handling

Stock splits, mergers, dividends, and rights issues are reflected in position data before drift calculations run.

Settlement tracking

T+2 settlement state tracked per venue. Portfolio positions update on confirmed settlement, not on trade date.

Webhook event stream

Events for every state transition: rebalance.planned, rebalance.executed, trade.settled, trade.failed. HMAC signature verification included.

Simulation mode

Run rebalance plans against historical data without executing. Validate your drift parameters before going live.

Audit trail

Every rebalance decision — lot selection, exchange routing, cost estimate — is logged with a timestamped, queryable audit record.