Portfolio rebalancing and hedging automation
Keep a portfolio aligned to its targets, and hedged to its rules, automatically. You set the target weights and the hedging rules. We build the software that watches for drift and carries them out, cost-aware and across accounts. The decisions are yours. The automation is ours.
To be clear on where the line sits: you set the targets, the bands and the hedging rules, and every decision is yours. We build software that carries out those rules. We are not portfolio managers or advisers, we do not choose allocations or hedges, we do not manage money, and we make no claim about returns.
What we build
Rebalancing and hedging are rules waiting to be automated. We build the automation to your specification:
- Drift monitoring. The system tracks how far a portfolio has moved from the target weights you set, and flags when it crosses your bands.
- Rebalancing trades. When your rules call for it, the trades that bring the portfolio back to target, generated cost-aware to avoid needless turnover.
- Rule-driven hedging. The hedges your rules require, sized and placed as you have defined them, not as anyone's opinion.
- Across many accounts. The same rules applied per account, each to its own targets, sized and risk-checked separately.
Why doing it well takes real engineering
Rebalancing sounds like arithmetic until real portfolios and real costs get involved:
- Cost and turnover. Rebalancing too eagerly bleeds money in costs, so the software has to respect your bands and minimise unnecessary trades.
- Execution across many positions. Moving a whole book back to target means many orders that all have to fill sensibly, not move the market against you.
- Correctness. A rebalancing error is a real position in the real world, so the logic has to be tested and the actions logged.
Testing whether a rebalancing or hedging rule behaves as intended is exactly the kind of work our research and validation service covers, and the automation itself is our custom trading software.
You set the rules. We automate them.
We are engineers, not advisers or portfolio managers. You decide the targets, the bands and the hedges. We build the software that applies them, exactly as you have specified, and stops when you tell it to. We do not manage portfolios, we do not decide allocations, and we make no claim about returns. Every decision stays with you.
Common questions
- Do you decide the portfolio or the hedge?
- No. You define the target weights, the rebalancing bands and the hedging rules. We build the software that carries them out. We are engineers, not advisers or portfolio managers. We do not choose allocations, we do not decide what to hedge, and we make no claim about returns.
- How does automated rebalancing work?
- The system watches a portfolio drift away from the target weights you set, and when it crosses your bands it generates the trades that bring it back, in a cost-aware way that avoids needless turnover. You approve the rules; the software applies them.
- Can it run across several accounts?
- Yes. The same rules can be applied across many accounts, each rebalanced and hedged to its own targets, with the trades sized and risk-checked per account.