How to rebalance your portfolios

How to rebalance your portfolios

Schwab's Portfolio Rebalancer is a rebalancing tool that allows you to rebalance a single account, household group, multiple models, or batch of accounts. Once the accounts have been rebalanced, Portfolio Rebalancer can create a trade file for import to the Web Trading platform for validation and execution.

Before rebalancing, you will need the following:

All accounts
  • Account-holder names and numbers for the accounts you want to rebalance, plus authorization to access the master account and sub-accounts for the rebalance
  • Trade Online Tooltip and Access Rebalancer Tooltip security functions
  • Household and portfolio model groups defined in the Group Manager
  • Target allocations, models, and investment universes set up in Portfolio Rebalancer
  • Customized advanced settings for controlled securities, minimum transaction amounts, cash buffers, style and sector overrides, outside accounts, equivalencies Tooltip , and trade file preferences
  • To rebalance in Household Group and Multiple-Model modes, Access Group Administrator Tooltip security function

This process may be used to rebalance a single client account to a securities-based model or custom target asset allocation and to generate a trade list for validation and execution. Portfolio Rebalancer guides you through the rebalance with a progress meter along the top of the rebalancing screen. During the workflow, Rebalancer may display informational messages highlighted in a yellow banner.

From the Trading menu, click Portfolio Rebalancer. Select Single Account, and then Select account to rebalance.

  1. Find the account you want to rebalance by searching or browsing through your accounts. Highlight the desired account and click Select.
  2. The account you have selected to rebalance is displayed. Click Start rebalancing.
  3. The Unrecognized Securities screen will appear if a client holding has a value less than $1.00 or if the client account contains a holding unrecognized by Rebalancer. If the holding is a supported product type Tooltip yet not recognized by the Rebalancer, you may include the holding by assigning Generic Product and Product Type designations from the available drop-down menus. Click Continue.

View holdings:

  1. Account View displays the account to be rebalanced. Click Holding View for a list of holdings in the account. Click Shares or US $ to change the display unit. Click the (+) symbol to the left of the account to view all account holdings. To lock securities Tooltip , click the box in the corresponding row. To exclude securities Tooltip , click the box in the corresponding row.
  2. Click View Diagnostics to view various levels of comparative analysis of the current holdings against the rebalanced portfolio and to print a diagnostic report. In this workflow step, you can also create, modify, or delete a style or sector classification during the rebalancing process. Click Done and then Save and Continue to return to the View Holdings screen.
  3. Click Save and Continue, or click Previous to go back and make changes.

Select target:

  1. Portfolio Rebalancer defaults to the model last used to rebalance the selected account.
  2. If you created equivalencies Tooltip in Rebalancer’s Advanced Settings and want to use them in this rebalancing session, click Turn Equivalencies On. Clicking Turn Equivalencies Off will deactivate them.
  3. Click the Custom Target Allocations tab to balance to a target allocation. Select the target allocation you want to use, or click Create Asset Allocation to create a new one. Enter an allocation description and setting level, and choose the capitalization and style targets and tax status from the drop-down boxes. Click Save and Continue. Enter allocation percentages that total 100. Click Save and Continue and then Done.
  4. Click the Model Portfolio Target tab. Click the button next to the model you want to use, or click Create Model Portfolio to create a new model. For help creating a model portfolio, see How to set up Portfolio Rebalancer.
  5. The Rebalancer defaults to a full rebalance, as noted by the preselected Full Rebalance button. Click Save and Continue to Trade List, or click Previous to go back and make changes.
  6. To rebalance with a cash goal, select Cash In/Out and then Save and Continue. On the Cash Rebalance screen, use the drop-down box to select one of three options:

    • Return cash to target directs excess cash to the model selected and then completes a full rebalance.
    • Cash In applies a cash inflow amount to a selected account and then completes a full rebalance. Enter the cash inflow amount and click $ or %.
    • Cash Out withdraws cash from the selected account and then completes a full rebalance. Enter the amount to be withdrawn and click $ or %.

      Note: If your model has a cash weight, and the goal of the Cash Out rebalance is to withdraw funds beyond those contained within the model, you will want to enter a value combining both values in the cash out field. For example: If your model has 5% cash ($5,000), and you want to cash out $10,000, you will want to enter a value of $15,000 in the field so as to get the expected cash out amount.

    Click Save and Continue, or click Previous to go back and make changes.

  7. Review your selections. To export the target for others to use, click Export Target. In the Windows® dialog box, click Save.
  8. Click Done to return to the Select Target screen.
  9. Click Save and Continue, or click Previous to go back and make changes.

Construct portfolio:

  1. Review the list of securities and their values in the selected model. You can add securities, asset classes, and investment universes or change the target using the buttons across the screen. Click Load Model Portfolio to switch to a different model.
  2. Click Allo % or US $ to change the display. You may update the listed amounts as long as the total equals 100%. To delete a security from the model, click the Delete box next to the security and click Delete. Click Auto Solve to automatically correct your allocations so they total 100%.
  3. Click Save and Continue, or click Previous to go back and make changes.

Confirm portfolio:

  1. Review the proposed portfolio holdings with dollar values and allocation weights.
  2. Click Save and Continue to Trade List, or click Previous to go back and make changes.

Create trade list:

  1. Review the list of trades needed to complete the rebalance. In the Account-Based Trades tab, the trade list displays the account number, description, security name and symbol, trade type, share quantity, and dollar value. In the Block Trades and Allocations tab, the trade list shows trades at the master (firm) account level.
  2. Click View Diagnostics to review various levels of comparative analysis of the current holdings against the rebalanced portfolio and to print a diagnostic report. Click Save and Continue, or click Previous to go back and make changes.
  3. Click Edit Trade List to make changes to the trade list and review estimated cash. Linked mutual funds cannot be altered.

    • To add a trade, click Add Trade. In the pop-up, select the account from the drop-down box. Enter a security symbol. Select a trade type from the drop-down box. Click Add.
    • To delete a trade, click the box for the desired trade and then click Delete.
    • To change the quantity, enter the new amount in the box for that security. Any changes made will result in deviating from the calculated trades and weights determined by Portfolio Rebalancer.

    Click Save and Continue, or click Previous to go back and make changes.

  4. To transmit individual security trades, click Account-Based Trades to display a drop-down menu:
    • Click Transmit Trades to Trade Blotter to have Rebalancer initiate a transmittal process that ultimately launches the Web Trading platform to validate and execute the trades.
    • Click Create Account Trade File (CSV) to save a CSV Tooltip -formatted file for offline review, archival, and/or import to the Web Trading platform.
  5. To transmit security trades as block trades. Click Block Trades & Allocations to display the block trades drop-down menu. If you select Transmit Both Trades & Allocations, the allocations will be transmitted right away, and then you will be routed to the Web Trading platform blotter where you can validate and/or submit your trade.
  6. Click Exit > Exit the Rebalancer > OK. The Rebalancer saves account preferences and settings for your next rebalancing session.

When you rebalance a household group, Rebalancer considers all accounts in the selected household as one account in order to minimize transactions. After rebalancing, trades are assigned to various household accounts as the trade list is generated. Portfolio Rebalancer guides you through the rebalance with a progress meter along the top of the rebalancing screen. During the workflow, Rebalancer may display informational messages highlighted in a yellow banner.

  1. From the Trading menu, click Portfolio Rebalancer. Select Household Group, and then Select Household group to rebalance.
  2. Find the household group you want to rebalance by searching or browsing through your household groups. Highlight the desired group, and click Select.
  3. The household and its linked accounts are displayed. Click Start rebalancing.
  4. The Unrecognized Securities screen will appear if a client holding has a value less than $1.00 or if the client account contains a holding unrecognized by Rebalancer. If the holding is a supported product type Tooltip yet is not recognized by the Rebalancer, you may include the holding by assigning Generic Product and Product Type designations from the available drop-down menus. Click Continue.

View holdings:

  1. Account View displays the accounts to be rebalanced. Click Holding View for a list of holdings. Click Shares or US $ to change the display unit. Click the (+) symbol to the left of the account to view all account holdings. To lock securities Tooltip , click the box in the corresponding row. To exclude securities Tooltip , click the box in the corresponding row.
  2. Click View Diagnostics to view various levels of comparative analysis of the current holdings against the rebalanced portfolio and to print a diagnostic report. In this workflow step, you can also create, modify, or delete a style or sector classification during the rebalancing process. Click Done and then Save and Continue to return to the View Holdings screen.
  3. Click Outside Accounts to add or delete holdings from accounts custodied outside Schwab. For help adding outside accounts, see How to set up Portfolio Rebalancer
  4. Click Save and Continue, or click Previous to go back and make changes.

Select target:

  1. Portfolio Rebalancer defaults to the model last used to rebalance the selected household group.
  2. If you created equivalencies Tooltip in Rebalancer's Advanced Settings and want to use them in this rebalancing session, click Turn Equivalencies On. Clicking Turn Equivalencies Off will deactivate them.
  3. Click the Custom Target Allocations tab to rebalance to a target allocation. Select the target allocation you want to use, or click Create Asset Allocation to create a new one. Enter an allocation description and setting level, and choose the capitalization and style targets and tax status from the drop-down boxes. Click Save and Continue. Enter allocation percentages that total 100. Click Save and Continue and then Done.
  4. Click the Model Portfolio Target tab. Click the button next to the model you want to use, or click Create Model Portfolio to create a new model. For help creating a model portfolio, see How to set up Portfolio Rebalancer.
  5. The Rebalancer defaults to a full rebalance, as noted by the preselected Full Rebalance button. Click Save and Continue to Trade List, or click Previous to go back and make changes.
  6. To rebalance with a cash goal, select Cash In/Out and then Save and Continue. On the Cash Rebalance screen, use the drop-down box next to each account to select one of three options:

    • Return cash to target directs excess cash to the model selected and then completes a full rebalance.
    • Cash In applies a cash inflow amount to a selected account and then completes a full rebalance. Enter the cash inflow amount and click $ or %.
    • Cash Out withdraws cash from the selected account and then completes a full rebalance. Enter the amount to be withdrawn and click $ or %.

      Note: If your model has a cash weight, and the goal of the Cash Out rebalance is to withdraw funds beyond those contained within the model, you will want to enter a value combining both values in the cash out field. For example: If your model has 5% cash ($5,000), and you want to cash out $10,000, you will want to enter a value of $15,000 in the field so as to get the expected cash out amount.

    Click Save and Continue, or click Previous to go back and make changes.

  7. Review your selections. To export the target for others to use, click Export Target. In the Windows® dialog box, click Save.
  8. Click Done to return to the Select Target screen.
  9. Click Save and Continue, or click Previous to go back and make changes.

Construct portfolio:

  1. Review the list of securities and their values in the selected model. You can add securities, asset classes, and investment universes or change the target using the buttons across the screen. Click Load Model Portfolio to switch to a different model.
  2. Click Allo % or US $ to change the display. You may update the listed amounts as long as the total equals 100%. To delete a security from the model, click the Delete box next to the security and click Delete. Click Auto Solve to automatically correct your allocations so they total 100%.
  3. Click Save and Continue, or click Previous to go back and make changes.

Confirm portfolio:

  1. Review the proposed portfolio holdings with dollar values and allocation weights.
  2. Click Save and Continue to Trade List, or click Previous to go back and make changes.

Create trade list:

  1. Review the list of trades needed to complete the rebalance. In the Account-Based Trades tab, the trade list displays the account number, description, security name and symbol, trade type, share quantity, and dollar value. In the Block Trades and Allocations tab, the trade list shows trades at the master (firm) account level.
  2. Click View Diagnostics to review various levels of comparative analysis of the current holdings against the rebalanced portfolio and to print a diagnostic report. Click Save and Continue, or click Previous to go back and make changes.
  3. Click Edit Trade List to make changes to the trade list and review estimated cash. Linked mutual funds cannot be altered.

    • To add a trade, click Add Trade. In the pop-up, select the account from the drop-down box. Enter a security symbol. Select a trade type from the drop-down box. Click Add.
    • To delete a trade, click the box for the desired trade and then click Delete.
    • To change the quantity, enter the new amount in the box for that security. Any changes made will result in deviating from the calculated trades and weights determined by Portfolio Rebalancer.

    Click Save and Continue, or click Previous to go back and make changes.

  4. To transmit individual security trades, click Account-Based Trades to display a drop-down menu:
    • Click Transmit Trades to Trade Blotter to have Rebalancer initiate a transmittal process that ultimately launches the Web Trading platform to validate and execute the trades.
    • Click Create Account Trade File (CSV) to save a CSV Tooltip -formatted file for offline review, archival, and/or import to the Web Trading platform.
    • To transmit security trades as block trades, click Block Trades & Allocations to display the block trades drop-down menu. If you select Transmit Both Trades & Allocations, the allocations will be transmitted right away, and then you will be routed to the Web Trading platform blotter where you can validate and/or submit your trade. 
  5. Click Exit > Exit the Rebalancer OK. The Rebalancer saves account preferences and settings for your next rebalancing session.

Multiple-Model mode allows you to rebalance a portfolio model group against multiple securities-based models and generate the corresponding trade list for validation and execution. This mode assigns models to accounts contained within the portfolio model group and rebalances them individually. You can select a portfolio model group containing up to 200 accounts. Portfolio Rebalancer guides you through the rebalance with a progress meter along the top of the rebalancing screen. During the workflow, Rebalancer may display informational messages highlighted in a yellow banner.

  1. From the Trading menu, click Portfolio Rebalancer. Select Multiple-Model, and then Select Portfolio Model to rebalance.
  2. Find the group you want to rebalance by searching or browsing through your portfolio model groups. Highlight the desired group and click Select.
  3. The model and its linked accounts are displayed. Click Start rebalancing.
  4. The Unrecognized Securities screen will appear if a client holding has a value less than $1.00 or if the client account contains a holding unrecognized by Rebalancer. If the holding is a supported product type Tooltip yet is not recognized by the Rebalancer, you may include the holding by assigning Generic Product and Product Type designations from the available drop-down menus. Click Continue.

View holdings:

  1. Account View displays the accounts to be rebalanced. Click Holding View for a list of holdings. Click Shares or US $ to change the display unit. Click the (+) symbol to the left of the account to view all account holdings. To lock securities Tooltip , click the box in the corresponding row. To exclude securities Tooltip , click the box in the corresponding row.
  2. Click View Diagnostics to view various levels of comparative analysis of the current holdings against the rebalanced portfolio and to print a diagnostic report. In this workflow step, you can also create, modify, or delete a style or sector classification during the rebalancing process. Click Done and Save and Continue to return to the View Holdings screen.
  3. Click Outside Accounts to add or delete holdings from accounts custodied outside Schwab. For help adding outside accounts, see How to set up Portfolio Rebalancer
  4. Click Save and Continue, or click Previous to go back and make changes.

Select target:

  1. Portfolio Rebalancer defaults to the model last used to rebalance the selected account.
  2. If you created equivalencies Tooltip in Rebalancer's Advanced Settings and want to use them in this rebalancing session, click the Activate Equivalencies box on an account-by-account basis.
  3. Click Create Model Portfolio to create a new model for an account during the rebalancing session. For help creating a model portfolio, see How to set up Portfolio Rebalancer.
  4. Assign a model to each account. Click the box next to the corresponding account. Highlight a model from the Select Model drop-down menu. Click Apply to Accounts. The model assigned to each account is displayed in the Model Name column. Repeat until models have been assigned to all accounts. You cannot proceed to the next screen until each account has a model.
  5. Once a model has been assigned to an account, you can click the model name link to view its holdings, including any tolerance bands and security equivalencies (if enabled for that account) previously established in Advanced Settings.
  6. The Rebalancer defaults to a full rebalance, as noted by the preselected Full Rebalance button. Click Save and Continue to Trade List, or click Previous to go back and make changes.  
  7. To rebalance with a cash goal, select Cash In/Out and then Save and Continue. On the Cash Rebalance screen, use the drop-down box next to each account to select one of three options:
    • Return cash to target directs excess cash to the model selected and then completes a full rebalance.
    • Cash In applies a cash inflow amount to a selected account and then completes a full rebalance. Enter the cash inflow amount and click $ or %.
    • Cash Out withdraws cash from the selected account and then completes a full rebalance. Enter the amount to be withdrawn and click $ or %.

      Note: If your model has a cash weight, and the goal of the Cash Out rebalance is to withdraw funds beyond those contained within the model, you will want to enter a value combining both values in the cash out field. For example: If your model has 5% cash ($5,000), and you want to cash out $10,000, you will want to enter a value of $15,000 in the field so as to get the expected cash out amount.
  8. Click Save and Continue, or click Previous to go back and make changes.

Confirm portfolio:

  1. Review the proposed portfolio holdings with dollar values and allocation weights.
  2. Click Save and Continue to Trade List, or click Previous to go back and make changes.

Create trade list:

  1. Review the list of trades needed to complete the rebalance. In the Account-Based Trades tab, the trade list displays the account number, description, security name and symbol, trade type, share quantity, and dollar value. In the Block Trades and Allocations tab, the trade list shows trades at the master (firm) account level.
  2. Click View Diagnostics to review various levels of comparative analysis of the current holdings against the rebalanced portfolio and to print a diagnostic report. Click Save and Continue, or click Previous to go back and make changes.
  3. Click Edit Trade List to make changes to the trade list and review estimated cash. Linked mutual funds cannot be altered.

    • To add a security, click Add Trade. In the pop-up, select the account from the drop-down box. Enter a security symbol. Select a trade type from the drop-down box. Click Add.
    • To delete a trade, click the box for the desired trade and then click Delete.
    • To change the quantity, enter the new amount in the box for that security. Any changes made will result in deviating from the calculated trades and weights determined by Portfolio Rebalancer.

    Click Save and Continue, or click Previous to go back and make changes.

  4. To transmit individual security trades, click Account-Based Trades to display a drop-down menu:
    • Click Transmit Trades to Trade Blotter to have Rebalancer initiate a transmittal process that ultimately launches the Web Trading platform to validate and execute the trades.
    • Click Create Account Trade File (CSV) to save a CSV Tooltip -formatted file for offline review, archival, and/or import to the Web Trading platform.
    • To transmit security trades as block trades, click Block Trades & Allocations to display the block trades drop-down menu. If you select Transmit Both Trades & Allocations, the allocations will be transmitted right away, and then you will be routed to the Web Trading platform blotter where you can validate and/or submit your trade. 
  5. Click Exit Exit the Rebalancer > OK. The Rebalancer saves account preferences and settings for your next rebalancing session.

In Batch Accounts mode, you can rebalance multiple client accounts or a securities-based portfolio model group and generate the corresponding trade list for validation and execution. Portfolio Rebalancer guides you through the rebalance with a progress meter along the top of the rebalancing screen. During the workflow, Rebalancer may display informational messages highlighted in a yellow banner.

  1. From the Trading menu, click Portfolio Rebalancer. Select Batch Accounts.
  2. Click Search for accounts to rebalance to select individual accounts or Select Portfolio Model to rebalance to select a model linked to a group of accounts.
  3. Find the accounts or model group you want to rebalance by searching or browsing through your accounts or portfolio model groups. Highlight your selection and click Select. You can select up to 200 individual accounts, but you can only select one model group.
  4. The accounts you selected are displayed. Click Start rebalancing.
  5. The Unrecognized Securities screen will appear if a client holding has a value less than $1.00 or if the client account contains a holding unrecognized by Rebalancer. If the holding is a  supported product type Tooltip  yet is not recognized by the Rebalancer, you may include the holding by assigning Generic Product and Product Type designations from the available drop-down menus. Click Continue.

View holdings:

  1. Account View displays a list of accounts to be rebalanced. Click Holding View for a list of holdings in the accounts. Click Shares or US $ to change the display unit. Click the (+) symbol to the left of the account to view all account holdings. To  lock securities Tooltip , click the box in the corresponding row. To  exclude securities Tooltip , click the box in the corresponding row.
  2. Click View Diagnostics to view various levels of comparative analysis of the current holdings against the rebalanced portfolio and to print a diagnostic report. In this workflow step, you can also create, modify, or delete a style or sector classification during the rebalancing process. Click Done and Save and Continue to return to the View Holdings screen.
  3. Click Outside Accounts to add or delete holdings from accounts custodied outside Schwab. For help adding outside accounts, see How to set up Portfolio Rebalancer
  4. Click Save and Continue, or click Previous to go back and make changes.

Select target:

  1. Click Turn Equivalencies On to activate  equivalencies Tooltip  you created in Rebalancer's Advanced Settings. Click Turn Equivalencies Off to deactivate them.
  2. Click Create Model Portfolio to create a new model for an account during the rebalancing session. For help creating a model portfolio, see How to set up Portfolio Rebalancer.
  3. In Batch Accounts mode, you may only rebalance against a securities-based model. Click Select next to the model you want to rebalance against. Click on the model name to view its allocations.
  4. The Rebalancer defaults to a full rebalance, as noted by the preselected Full Rebalance button. Click Save and Continue to Trade List, or click Previous to go back and make changes.  
  5. To rebalance with a cash goal, select Cash In/Out and then Save and Continue to Trade List. On the Cash Rebalance screen, use the drop-down box to select one of three options for each account:
    • Return cash to target directs excess cash to the model selected and then completes a full rebalance.
    • Cash In applies a cash inflow amount to a selected account and then completes a full rebalance. Enter the cash inflow amount and click $ or %.
    • Cash Out withdraws cash from the selected account and then completes a full rebalance. Enter the amount to be withdrawn and click $ or %.

      Note: If your model has a cash weight, and the goal of the Cash Out rebalance is to withdraw funds beyond those contained within the model, you will want to enter a value combining both values in the cash out field. For example: If your model has 5% cash ($5,000), and you want to cash out $10,000, you will want to enter a value of $15,000 in the field so as to get the expected cash out amount.
  6. Click Save and Continue, or click Previous to go back and make changes.

Create trade list:

  1. Review the list of trades calculated by Rebalancer needed to complete the rebalance. In the Account-Based Trades tab, the trade list displays the account number, description, security name and symbol, trade type, share quantity, and dollar value. In the Block Trades and Allocations tab, the trade list shows trades at the master (firm) account level.
  2. Click View Diagnostics to review various levels of comparative analysis of the current holdings against the rebalanced portfolio and to print a diagnostic report. Click Save and Continue, or click Previous to go back and make changes.
  3. Click Edit Trade List to make changes to the trade list and review estimated cash. Linked mutual funds cannot be altered.

    • To add a trade, click Add Trade. In the pop-up, select the account from the drop-down box. Enter a security symbol. Select a trade type from the drop-down box. Click Add.
    • To delete a trade, click the box for the desired trade and then click Delete.
    • To change the quantity, enter the new amount in the box for that security. Any changes made will result in deviating from the calculated trades and weights determined by Portfolio Rebalancer.

    Click Save and Continue, or click Previous to go back and make changes.

  4. To transmit security trades for sub-accounts, click Account-Based Trades to display a drop-down menu:
    • Click Transmit Trades to Trade Blotter to have Rebalancer initiate a transmittal process that ultimately launches the Web Trading platform to validate and execute the trades.
    • Click Create Account Trade File (CSV) to save a  CSV Tooltip -formatted file for offline review, archival, and/or import to the Web Trading platform.
    • To transmit security trades as block trades, click Block Trades & Allocations to display the block trades drop-down menu. If you select Transmit Both Trades & Allocations, the allocations will be transmitted right away, and then you will be routed to the Web Trading platform blotter where you can validate and/or submit your trade. 
  5. Click Exit > Exit the Rebalancer > OK. The Rebalancer saves model preferences and settings for your next rebalancing session.

When you have completed the rebalancing process: 

  • If you transmitted the trades to the blotter, the Import Trade File blotter will open in the Web Trading platform for you to review. Orders will not be submitted for execution until you review the trade list and submit the orders.
  • If you generated an Excel CSV-formatted file, you can open it for editing. When you have finished, click Equities, MF, Options to open the trade blotter, and then Import Trade Files to import the trade list for validation and execution.
  • Execute your fixed income trades through the Advisor Fixed Income Trading desk or by using the Fixed Income trading application within the Web Trading platform on Schwab Advisor Center®.
  • Contact Advisor Platform Support at 800-647-5465 with questions or for more help with Portfolio Rebalancer.

Resource: About extended-hours trading

Why doesn’t my portfolio come out the way I want?
If your portfolio does not come out as expected, review any tolerance bands, minimum transaction amounts, cash buffers, or other settings you established in the advanced settings workflow.

What is the difference between Household Group and Batch Accounts modes?
In Household Group mode, the Rebalancer aggregates all accounts in the household and considers them as one account. For example, one account may contain all equities. In Batch Accounts mode, the Rebalancer processes each account in the batch separately against the model you select.

When will my trades be processed?
Trades generated by the rebalancing session will be processed when they are submitted to Schwab with all necessary information, including allocations.

Why can’t I advance to the next screen?
Check the top of your screen for an error message highlighted in yellow. You must correct the error to advance to the next screen.

After I've created a batch for rebalancing, can I save the batch accounts list for future use?
Yes. Batches of unrelated accounts can be saved by creating a custom group in Group Manager. You need the Access Group Administrator security function to use Group Manager. Please note that unrelated accounts should not be rebalanced in the Household Groups mode since balance, position, and trade instructions are aggregated.

How to set up Portfolio Rebalancer
How to use advanced settings to customize Portfolio Rebalancer
How to use Group Manager
Introduction to Portfolio Rebalancer
Introduction to the Web Trading platform