Guide
6 min read
How Orders Are Checked Before a Basket Is Sent
What automated order checks are, the rules they verify, and why a checked basket is safer than a hand-typed order list.
Last reviewed 2026-08-12
Rebalance Cloud library
Learn how portfolio rebalancing works.
Plain-English guides on keeping your portfolio on target: what drift is, how a checked basket is built, how taxes fit in, and how to connect Interactive Brokers. Research and education — not advice.
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Guide
6 min read
How to Connect Interactive Brokers to a Rebalancing App
A plain-English guide to the connection model: a small connector on your computer, IBKR Gateway or TWS, and why your broker details never leave your machine.
Last reviewed 2026-08-12
Guide
6 min read
Portfolio Rebalancing 101: What It Is and Why It Matters
A plain-English introduction to rebalancing: the problem it solves, what a rebalance actually does, and how often to think about it.
Last reviewed 2026-08-12
Research note
4 min read
Portfolio Rebalancing Glossary
Plain definitions of the terms used on Rebalance Cloud: basket, drift, target weight, cost basis, market-open order, connector, and more.
Last reviewed 2026-08-12
Template
4 min read
Rebalancing Checklist Template
A reusable checklist for each rebalance: connect, review drift, generate, check, review taxes, confirm, and log the result.
Last reviewed 2026-08-12
Comparison
7 min read
Rebalancing vs Buy-and-Hold: What the Evidence Says
A fair comparison of rebalancing on a schedule and leaving a portfolio untouched, including drift, risk, costs, and taxes.
Last reviewed 2026-08-12
Guide
7 min read
Tax-Aware Rebalancing: Selling Losers Before Winners
How to review the tax side of a rebalance: average cost, unrealized gains and losses, and why the order of sells matters.
Last reviewed 2026-08-12
Guide
6 min read
The Rebalance Cloud 60/40 Strategy, Explained
What the frozen 60/40 target is, which sleeves it uses, and how the signal and checks fit together.
Last reviewed 2026-08-12
Guide
5 min read
What Is Portfolio Drift and How Do You Measure It?
Drift is the gap between your target weights and current weights. Learn how to measure it and what a healthy reading looks like.
Last reviewed 2026-08-12
Guide
5 min read
Why Rebalance on a Schedule Instead of Reacting to News
The case for calendar-based rebalancing: fewer decisions, less emotion, and a plan that works without watching the market.
Last reviewed 2026-08-12
Example
See a checked $100,000 basket
A sample buy/sell list for a $100,000 account: the orders, the checks that pass before sending, and the parts you review.