Portfolio rebalancing is the most operationally complex task for SEBI Research Analysts managing model portfolios. When an advisor updates a model portfolio — changing stock allocations, adding new positions, or removing existing ones — every subscriber account needs individualized trade calculations based on their current holdings, investment amount, and the target allocation. Doing this manually across 100 or 500 clients is impractical. AlphaQuark portfolio rebalancing software automates the entire process. When an advisor triggers a rebalance, the platform calculates the exact buy and sell orders for each subscriber account individually. These personalized trade lists account for each client current holdings, available cash, and the updated target allocation. Trades are then executed across the subscriber linked broker accounts — supporting Zerodha, Angel One, Groww, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal — with a single click from the advisor dashboard. The platform supports both full rebalancing, where all positions are adjusted to match the target allocation, and partial rebalancing, where only the changed positions are traded. Real-time order tracking shows the status of every trade across every broker. Automated notifications via Telegram, WhatsApp, and email keep subscribers informed. Complete audit trails log every rebalancing event with timestamps, order details, and execution prices for SEBI compliance.
When you update a model portfolio, AlphaQuark calculates individualized buy and sell orders for each subscriber based on their current holdings, cash balance, and the new target allocation. No manual trade calculation needed — the platform handles it for 10 clients or 1,000.
Execute rebalancing trades across 10+ Indian brokers with a single click. Supported brokers include Zerodha, Angel One, Groww, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal. Subscribers trade through their own linked accounts.
Track order status in real-time across all broker accounts. Automated notifications via Telegram, WhatsApp, and email keep subscribers informed of pending trades, execution confirmations, and rebalancing completion.
Support for full rebalancing where all positions are adjusted to match target allocation, and partial rebalancing where only changed positions are traded. Flexible strategies to minimize transaction costs and market impact.