---
title: "How do I target analytic values in the Rebalance dashboard?"
slug: "how-do-i-target-analytic-values-in-the-rebalance-dashboard"
updated: 2026-09-30T09:26:49Z
published: 2026-09-30T09:26:49Z
canonical: "support.lusid.com/how-do-i-target-analytic-values-in-the-rebalance-dashboard"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I target analytic values in the Rebalance dashboard?

You can generate orders using the [Rebalance dashboard](/v1/docs/what-is-rebalancing-in-lusid) in the [LUSID web app](https://www.lusid.com/app/home) to achieve targets for the following analytics:

- Duration
- DTS
- Spread
- Yield

> [!NOTE]
> Note
> 
> You can also configure the dashboard to include other analytic columns. To do this, go to `system/LUSID-Rebalance` → `AnalyticAddressKeys` in the [**Configuration Store**](/v1/docs/configuration-store) and specify a line-delimited list of [address keys](/v1/docs/which-metrics-can-i-include-in-my-valuation-report) that return an instrument-level analytic.

To do this:

1. [Populate instruments with one or more analytic values.](/v1/docs/how-do-i-target-analytic-values-in-the-rebalance-dashboard#step-1-setting-up-instruments)
2. [Use the Rebalance dashboard to generate orders to meet your targets.](/v1/docs/how-do-i-target-analytic-values-in-the-rebalance-dashboard#step-2-targeting-analytic-values)

## Step 1: Populate instruments with analytic values

### Create `Instrument/Analytic/*` property types

Before you can target analytic values, you must create and decorate your desired instruments with the relevant following properties:

- `Instrument/Analytic/DTS`
- `Instrument/Analytic/Duration`
- `Instrument/Analytic/Spread`
- `Instrument/Analytic/Yield`

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(524).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A25Z&se=2026-11-09T07%3A00%3A25Z&sr=c&sp=r&sig=wq3e4oo3i1IFHYNFfDD%2F2njs1PlLWqMAm0UzddUXadM%3D)

For each property type, select the following:

- **Value property** as **Property type**
- **Number [system/number]** as **Data type**
- **TimeVariant** as **Life time**

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-KNEMLGS6.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A25Z&se=2026-11-09T07%3A00%3A25Z&sr=c&sp=r&sig=wq3e4oo3i1IFHYNFfDD%2F2njs1PlLWqMAm0UzddUXadM%3D)

[See how to create a property type.](/v1/docs/how-do-i-create-a-property-type)

### Decorate instruments with `Instrument/Analytic/*` properties

Populate your instruments with the relevant `Instrument/Analytic/*` properties and values.

[See how to add a property to an instrument.](/v1/docs/how-do-i-add-a-property-to-an-entity)

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(544).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A25Z&se=2026-11-09T07%3A00%3A25Z&sr=c&sp=r&sig=wq3e4oo3i1IFHYNFfDD%2F2njs1PlLWqMAm0UzddUXadM%3D)

## Step 2: Use the Rebalance dashboard to generate orders to meet your targets

Once your desired instruments are decorated with the relevant `Analytic` properties, you can begin entering values in the Rebalance dashboard.

You may need to add the following columns to your Rebalance dashboard configuration via the **Configuration** icon:

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(526).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A25Z&se=2026-11-09T07%3A00%3A25Z&sr=c&sp=r&sig=wq3e4oo3i1IFHYNFfDD%2F2njs1PlLWqMAm0UzddUXadM%3D)

- Duration:
  - **Current Duration Contribution**
  - **Resulting Duration Contribution**
  - **Current Duration Weight**
  - **Resulting Duration Weight**
- DTS:
  - **Current DTS Contribution**
  - **Resulting DTS Contribution**
  - **Current DTS Weight**
  - **Resulting DTS Weight**
- Spread:
  - **Current Spread Contribution**
  - **Resulting Spread Contribution**
  - **Current Spread Weight**
  - **Resulting Spread Weight**
- Yield:
  - **Current Yield Contribution**
  - **Current Yield Weight**
  - **Resulting Yield Contribution**
  - **Resulting Yield Weight**

### How does LUSID calculate <analytic> Contribution and <analytic> Weight?

LUSID calculates values using the following formulae:

#### Analytic Contribution

DurationDTSSpreadYield

${\text{Duration Contribution}} = {\text{Duration Value}} \times {\text{Current Weight}}$

${\text{DTS Contribution}} = {\text{DTS Value}} \times {\text{Current Weight}}$

${\text{Spread Contribution}} = {\text{Spread Value}} \times {\text{Current Weight}}$

${\text{Yield Contribution}} = {\text{Yield Value}} \times {\text{Current Weight}}$

#### Analytic Weight

DurationDTSSpreadYield

${\text{Duration Weight}} = \dfrac{\text{Duration Contribution}}{\text{sum[Duration Contribution]}}$

${\text{DTS Weight}} = \dfrac{\text{DTS Contribution}}{\text{sum[DTS Contribution]}}$

${\text{Spread Weight}} = \dfrac{\text{Spread Contribution}}{\text{sum[Spread Contribution]}}$

${\text{Yield Weight}} = \dfrac{\text{Yield Contribution}}{\text{sum[Yield Contribution]}}$

> [!NOTE]
> **Note:** sum[<Analytic> Contribution] refers to the total in the portfolio.

### How does LUSID calculate Resulting End Weight?

> [!NOTE]
> **Note:** The following formulas **cannot** be calculated if you enter more than one target.

#### Entering a value into <analytic> Contribution

When you enter a value into an **<analytic> Contribution** cell in the Rebalance dashboard, LUSID calculates the **Resulting End Weight** for the holding using the following formula:

DurationDTSSpreadYield

${\text{Resulting End Weight}} = \dfrac{\text{Duration Contribution}}{\text{Duration Value}}$

${\text{Resulting End Weight}} = \dfrac{\text{DTS Contribution}}{\text{DTS Value}}$

${\text{Resulting End Weight}} = \dfrac{\text{Spread Contribution}}{\text{Spread Value}}$

${\text{Resulting End Weight}} = \dfrac{\text{Yield Contribution}}{\text{Yield Value}}$

For example, you might change the **Resulting Duration Contribution** for a bond from `1.18` to `1.20`. LUSID calculates the new **Resulting End Weight** as `10.71%` using the formula above.

LUSID then uses the **Resulting End Weight** as the target weight to calculate the proposed order.

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(529).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A25Z&se=2026-11-09T07%3A00%3A25Z&sr=c&sp=r&sig=wq3e4oo3i1IFHYNFfDD%2F2njs1PlLWqMAm0UzddUXadM%3D)

#### Entering a value into <analytic> Weight

When you enter a value into an **<analytic> Weight** cell in the Rebalance dashboard, LUSID calculates the **Resulting End Weight** for the holding using the following formula:

DurationDTSSpreadYield

${\text{Resulting End Weight}} = \frac{(\frac{\text{Duration Weight}}{\text{Duration Value}} \times \text{sum[Duration Contribution]}) - (\text{Duration Weight} \times \text{Current Weight})}{1 - \text{Duration Weight}}$

${\text{Resulting End Weight}} = \frac{(\frac{\text{DTS Weight}}{\text{DTS Value}} \times \text{sum[DTS Contribution]}) - (\text{DTS Weight} \times \text{Current Weight})}{1 - \text{DTS Weight}}$

${\text{Resulting End Weight}} = \frac{(\frac{\text{Spread Weight}}{\text{Spread Value}} \times \text{sum[Spread Contribution]}) - (\text{Spread Weight} \times \text{Current Weight})}{1 - \text{Spread Weight}}$

${\text{Resulting End Weight}} = \frac{(\frac{\text{Yield Weight}}{\text{Yield Value}} \times \text{sum[Yield Contribution]}) - (\text{Yield Weight} \times \text{Current Weight})}{1 - \text{Yield Weight}}$

For example, you might change the **Resulting Duration Weight** for a bond from `24.96%` to `27%`. LUSID uses the formula above to calculate the **Resulting End Weight** as `11.69%` and propose the order quantity required to reach that weight.

> [!NOTE]
> Note
> 
> LUSID does not currently support targeting **<analytic> Weight** for multiple holdings at once. If you enter a target **<analytic> Weight** for a particular holding, and then enter a target **<analytic> Weight** for a separate holding, the **Resulting <analytic> Weight** for the first holding switches away from the target value.

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(534).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A25Z&se=2026-11-09T07%3A00%3A25Z&sr=c&sp=r&sig=wq3e4oo3i1IFHYNFfDD%2F2njs1PlLWqMAm0UzddUXadM%3D)

View the derivation of the formula to calculate **Resulting End Weight** (target weight) from **<analytic> Weight**:

***Click to expand formula***

$A = \text{Analytic}$ $A_{cont} = \text{Analytic Contribution}$ $A_{wt} = \text{Analytic Weight}$ $Wt = \text{Current Weight (Economic Weight)}$ $Wt_{new} = \text{Target Weight (Economic Weight)}$

Formula for <analytic> Contribution:

$A_{wt} = \frac{A_{cont}}{\sum A_{cont}}$

$A_{wt} = \frac{A \times Wt_{new}}{\sum (A \times Wt_{new})}$

Separate out the effect of the proposed trade:

$A_{wt} = \frac{A \times Wt_{new}}{\sum (A \times Wt) + A(Wt_{new} - Wt)}$

Rearrange to solve for Wtnew:

$Wt_{new} = \frac{A_{wt}}{A} \times (\sum (A \times Wt) + A(Wt_{new} - Wt))$

$Wt_{new} = \frac{A_{wt}}{A} \times \sum (A \times Wt) + \frac{A_{wt}}{A} \times A \times Wt_{new} - \frac{A_{wt}}{A} \times A \times Wt$

$Wt_{new} = \frac{A_{wt}}{A} \times \sum (A \times Wt) + A_{wt} \times Wt_{new} - A_{wt} \times Wt$

$Wt_{new} - A_{wt} \times Wt_{new} = \frac{A_{wt}}{A} \times \sum (A \times Wt) - A_{wt} \times Wt$

$Wt_{new} (1 - A_{wt}) = \frac{A_{wt}}{A} \times \sum (A \times Wt) - A_{wt} \times Wt$

$Wt_{new}= \frac{\frac{A_{wt}}{A} \times \sum (A \times Wt) - A_{wt} \times Wt}{1 - A_{wt}}$

An instrument mastered in LUSID represents a financial asset you own or have exposure to. LUSID enables you to model a wide range of securities using instrument types.

Your position in an underlying instrument held in a transaction portfolio. LUSID does not maintain a static record of your holdings in a portfolio but rather generates them on demand from the stored history of transactions, replayed in date order.