Portfolio Rebalancing with ScreenerHub
Use watchlists and monitoring to track allocation drift, sector exposure, and fundamental changes. Automate the tedious parts of rebalancing so you act on what matters.
Why Automate Rebalancing?
Portfolios drift from target allocations as individual positions move. Manual tracking is error-prone. Automated monitoring catches allocation drift, sector imbalances, and fundamental deterioration before they compound.
How to Set Up Rebalancing Monitoring
Build Your Watchlist
Add all portfolio holdings to a ScreenerHub watchlist. This becomes your living portfolio dashboard with real-time metrics.
Set Monitoring Rules
Configure the Monitoring Lab to track PE ratio changes, debt increases, margin compression, and other fundamental shifts.
Watch Sector Exposure
Use sector filters to check if any sector has grown disproportionately large. Screen within your watchlist for concentration risk.
Review Alerts Weekly
Check email alerts for triggered conditions. Rebalance only when drift exceeds your threshold — avoid over-trading.
Key Metrics for Rebalancing
Sector Exposure
Track how much of your portfolio is in each sector. Rebalance when any sector exceeds your target weight by 5%+.
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Frequently Asked Questions
Put Your Strategy Into Practice
Every strategy above works with ScreenerHub's free plan. Sign up, build your first screen, and start finding stocks that match your criteria.