Portfolio Rebalance Monday morning

General
1

I've noticed several times now that my portfolios do not rebalance on Monday mornings as expected. Today marks the third occurrence — and the second time in just a few weeks. Eventually, the portfolios do rebalance later in the day, but by then it’s often too late for me to act on the signals.

Can someone from P123 clarify what’s going on? Is this a known issue or a bug, and is there a fix on the horizon?

I haven’t seen others reporting the same problem today, which makes me wonder if this might be specific to my portfolios rather than a platform-wide issue.

2

We have checked our end and everything looks OK for your account. Can you be more specific, maybe give us an actual example of a strategy/book that you think was rebalanced late?

1 Like
3

I saw this on one of my ports also, but don't recall which; I just went ahead and manually rebalanced.

4

Thank you for looking into this. I believe that this time the issue was on my end.