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Portfolio & CalculationsStocks
How rebalancing works
How to set target weights and read FolioSync rebalancing suggestions.
Common symptoms
- You want to compare current allocation with target allocation.
- You want FolioSync to show which holdings are over or under target.
- Target weights do not add up as expected.
What to try first
- 1Open the portfolio, then open Rebalancing Plan when available.
- 2The screen compares current holding weights with your saved target weights.
- 3Use Edit Target Weights to set the target percentage for each holding.
- 4Target weights should add up to 100%.
- 5Use Reset to Invested if you want targets based on current invested allocation.
- 6Save targets after editing.
- 7Review the rebalancing suggestions as planning guidance. FolioSync does not place trades for you.
- 8After buying or selling, refresh the portfolio so current weights update.
When opening a ticket
- Send the portfolio name, target weights, screenshot, and expected allocation if suggestions look wrong.
- Attach an Excel export if holding values or quantities appear incorrect.