Rebalance Cloud example
A checked $100,000 basket, explained
This is what a rebalance looks like for a $100,000 account with $12,000 kept as cash: 20 fractional orders that move the invested $88,000 back toward the frozen 60/40 target. Every order is checked before you see a Send button.
The basket
20 orders against the frozen target
Target values are for illustration only. Real quantities are computed from live prices when you generate a basket, so the exact share counts are never stale.
| Symbol | What it is | Target | Target value | |
|---|---|---|---|---|
| SNDK | US stock — semiconductors | 4.83% | $4,250 | Row 1 of 20 |
| MU | US stock — memory | 4.83% | $4,250 | Row 2 of 20 |
| WDC | US stock — storage | 4.83% | $4,250 | Row 3 of 20 |
| STX | US stock — storage | 4.83% | $4,250 | Row 4 of 20 |
| CRDO | US stock — connectivity | 4.83% | $4,250 | Row 5 of 20 |
| LITE | US stock — optical | 4.83% | $4,250 | Row 6 of 20 |
| CIEN | US stock — networking | 4.83% | $4,250 | Row 7 of 20 |
| COHR | US stock — lasers | 4.83% | $4,250 | Row 8 of 20 |
| NVDA | US stock — accelerated computing | 4.83% | $4,250 | Row 9 of 20 |
| AVGO | US stock — semiconductors | 4.83% | $4,250 | Row 10 of 20 |
| TSM | US-listed stock — foundry | 4.83% | $4,250 | Row 11 of 20 |
| ASML | US-listed stock — lithography | 4.83% | $4,250 | Row 12 of 20 |
| AMAT | US stock — equipment | 4.83% | $4,250 | Row 13 of 20 |
| TER | US stock — test equipment | 4.83% | $4,250 | Row 14 of 20 |
| KLAC | US stock — inspection | 4.83% | $4,250 | Row 15 of 20 |
| ASHR | China A-share ETF | 3.75% | $3,300 | Row 16 of 20 |
| CNXT | China A-share ETF | 3.75% | $3,300 | Row 17 of 20 |
| EWY | Broad ETF — South Korea | 6.67% | $5,867 | Row 18 of 20 |
| SOXX | Broad ETF — semiconductors | 6.67% | $5,867 | Row 19 of 20 |
| XSD | Broad ETF — chip equipment & software | 6.67% | $5,867 | Row 20 of 20 |
Before sending
Six checks, all automated
- Every order uses the correct field names for IBKR.
- Every order is a market-open order with a limit price.
- China A-share exposure maps to an eligible ETF ticker.
- Fractional quantities fit the account rules.
- Total order value stays inside the requested range.
- The basket parses cleanly with all 20 orders present.
Your part
Review, then confirm
- • Check the drift summary and the largest differences from target.
- • Look at the tax-aware review: which planned sells would realize gains or losses.
- • Confirm the account and capital are correct — paper vs live is clearly labelled.
- • Press Send only when you are ready. Nothing moves without your confirmation.
This example is research and education, not investment advice. The frozen target is one strategy; whether it fits you is your decision.
See it on your own portfolio
Connect IBKR, review drift, generate a checked basket, and send it when you decide.