Setting a target
Enter the target on the rule, beside the band, on the Rules tab of Allocation. Allocait refuses a target outside the band (TARGET_OUT_OF_BAND) and saves nothing. It never clamps the number to the nearest edge.
Allocait never picks a target for you. Every number is one you enter.
What a rebalance aims at
If you set a target, a rebalance preview aims at that number. If you leave it out, the preview aims at the midpoint of the band. Because Allocait refuses a target outside the band, a preview never aims beyond it. A class with no band gets no row, and shorts and options are listed as not rebalanced instead of getting a trade.Next steps
- Plan a rebalance turns a band breach into amounts.
- Allocation bands covers the band a target sits in.