There are two ways you can rebalance your portfolio on Pearler.

Method 1: Rebalance with buying and selling

Rebalancing your portfolio often involves buying and selling stocks so that your portfolio is as close to your target portfolio as possible. To use this method, you will need to have an existing Automate set-up. Then select "View/Edit Shares portfolio" and click the "Rebalance" button.

​Method 2: Rebalance without selling

If you wish to rebalance your portfolio without involving selling stocks, using the rebalance portfolio function in the Autoinvest strategy might be what you need. You will need to have an existing Automate set-up, select "View/Edit Shares portfolio" then "Edit" and change your allocation strategy to "Rebalance portfolio".

Please also note that when making trades, each transaction will incur a fee in line with Pearler's pricing structure.