--- title: "Using the Rebalance dashboard" slug: "using-the-rebalance-dashboard" updated: 2026-09-25T11:23:46Z published: 2026-09-25T11:23:46Z canonical: "support.lusid.com/using-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. # Using the Rebalance dashboard The Rebalance dashboard in the [LUSID web app](https://www.lusid.com/app) enables you to monitor your portfolio and perform the following activities: - Rebalance according to: - [Targets generated in comparison to a model portfolio](/v1/docs/configuring-rebalancing-use-cases-in-the-rebalance-dashboard) - [Targets generated using a particular analytic](/v1/docs/how-do-i-target-analytic-values-in-the-rebalance-dashboard) - [An amount of cash to spend across positions](/v1/docs/configuring-rebalancing-use-cases-in-the-rebalance-dashboard) - [Targets you import from a CSV file](/v1/docs/importing-rebalance-targets-from-a-csv-file) - [Custom rebalancing algorithms](/v1/docs/defining-portfolio-rebalancing-algorithms) - And much more; [read more](/v1/docs/configuring-rebalancing-use-cases-in-the-rebalance-dashboard). - Add new instruments to your portfolio - Roll and unwind `Future` instruments - Generate orders to actualise your rebalance ## Rebalance toolbar ### Rebalance type Configure your Rebalance dashboard, including a **Rebalance type** out of the following: - **Algorithm**: Rebalance according to [your own custom algorithms](/v1/docs/defining-portfolio-rebalancing-algorithms) - **Manual**: Utilise a [variety of rebalance mechanisms](/v1/docs/configuring-rebalancing-use-cases-in-the-rebalance-dashboard) alongside manual adjustments - **Model**: Rebalance according to a model portfolio or mapping ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(967).png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) > [!NOTE] > Note > > LUSID minimises the toolbar options as menus if your dashboard is below a particular width. To choose your **Rebalance type**, simply click the **Portfolio** menu: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(966).png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) In **Manual** mode, you can: - Type directly into certain cells on each row to manually adjust the position: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(785).png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) - Select one or more rows within a group to allocate an adjustment, for example entering a **Resulting Model Difference** of 1%, across only your selected instruments in the group: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(934).png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) ### Portfolio pivot You can enable the **Portfolio pivot** toggle to pivot your rows of data into per-portfolio columns. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-7V21NTH9.png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) You can configure how each `DerivedValuation` property behaves when pivoted; [read more](/v1/docs/configuring-how-derivedvaluation-properties-behave-in-portfolio-pivot-mode). ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-UYBUJ63O.png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) ### Use Mesa The Rebalance dashboard can retrieve data via [Mesa, FINBOURNE’s data server](/v1/docs/understanding-mesa-architecture), instead of using LUSID’s standard periodic data refresh. Toggle **Use Mesa** to switch between the two. This is useful if you’ve set up a Mesa source factory for your rebalance data with preloading enabled. When configured, the Rebalance dashboard displays the already-loaded rows from the source (at the cost of the data being a few minutes old), rather than waiting for a full new fetch. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-SS0TNDBF.png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) ## Portfolio summary Monitor your overall rebalanced portfolio value (PV), cash, holdings, breaches, and more in the **Summary** grid. The grid displays one row per portfolio. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(788).png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) ### Configuring Summary columns You can customise the columns in your Summary grid by clicking the **Configuration** icon: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(813).png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D)On the Configuration screen, click the ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(797).png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) icon to unhide or hide default columns. Note you can hover over a column name to see a description of how LUSID calculates its value: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(798).png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) You can click **Add column** to add the following: - Queryable keys, displaying portfolio-level values for one or more queryable addresses (such as a [metric](/v1/docs/what-is-a-metric)) - [Properties](/v1/docs/properties) from the `DerivedValuation` domain - Special *cash effect* `DerivedValuation` properties, displaying the impact of any proposed orders on a cash bucket within the portfolio To configure a cash effect property, you must decorate your desired `DerivedValuation` property with the `PropertyDefinition/default/RebalanceCashValue` property, and set the value to `True`. [See how to add a property to a property type.](/v1/docs/how-do-i-add-a-property-to-an-entity) > [!NOTE] > **Note:** Cash effect properties must have a **Data Type** value of **Numeric** and return values in the portfolio base currency. The column always displays the portfolio base currency, regardless of if you select an alternative **Currency** in the dashboard. Upon adding your cash effect property and [operation](/v1/docs/derivation-formulas-part-1-operations-and-allowed-values) to the Summary grid, LUSID displays the following columns for you: - **Starting ** - **Starting %** - **Final ** - **Final %** For example, imagine a portfolio uses [sub-holding keys](/v1/docs/what-is-a-sub-holding-key-shk) to segregate cash into different strategies. You could decorate the following derived valuation property **Strategy B Cash** with the `RebalanceCashValue` property: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(828).png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) In response to adding the property, with an **Operation** value of **Sum**, to the Summary grid, the grid displays the bucket amount: - Prior to any proposed trades, as **Starting Strategy B Cash** **Σ** - Prior to any proposed trades as a percentage of the total portfolio PV, as **Starting Strategy B Cash** **Σ** **%** - Including the effect of any proposed trades, as **Final Strategy B Cash** **Σ** - Including the effect of any proposed trades as a percentage of the total portfolio PV, as **Final Strategy B Cash Σ %** ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(827).png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) ## Rebalancing across a selection of instruments You can select the checkbox of one or more rows and use the **Control Panel** to perform a variety of rebalance operations. [Read more.](/v1/docs/configuring-rebalancing-use-cases-in-the-rebalance-dashboard) ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(787).png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) ## Generating orders The Rebalance dashboard suggests orders that you can choose to generate by quantity or by value to meet your rebalance targets. Once generated, you can use the [Order Blotter](/v1/docs/using-the-order-blotter) to place and monitor your orders. [See how to generate orders.](/v1/docs/how-do-i-create-an-order) ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-UC39GFC5.png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) ## Adding new instruments to a portfolio You can add new instruments to your Rebalance dashboard and factor them into your rebalance targets. If you’re happy to proceed, the Rebalance dashboard suggests the orders you must generate to meet your rebalance targets. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(790).png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D) ## Rolling and unwinding futures You can use the Rebalance dashboard to manage your `Future` instrument expirations individually or in bulk. [See how to roll or unwind a futures contract.](/v1/docs/how-do-i-roll-or-unwind-a-future) ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-1745421232266.png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A33%3A41Z&se=2026-11-04T02%3A33%3A41Z&sr=c&sp=r&sig=1JNpQZaz%2FXgyG%2FKurt4KvkJqg9E8YFkBZRJreeNI6IQ%3D)