Rebalance
Rebalance by priority, not by force
Most platforms make you liquidate and repurchase everything. PortfolioOS ranks trades by how much drift and risk each one removes per rupee of tax and cost — then lets you apply as much of that list as you want.
1. What triggered this
Two independent triggers fired this cycle.
Manager published version 7
Solar overweight, legacy energy reduced — with a rationale and sources attached.
Drift exceeded your tolerance band
New deposits and price moves pushed small-cap exposure to 19% against a 12% budget.
2. The change explanation
Every proposed trade, with why it exists, what it costs and whether you have to do it.
| What changed | Why | Expected impact | Holdings sold | Estimated charges | Mandatory? | Priority |
|---|---|---|---|---|---|---|
| Solar +6%, legacy energy −6% | Structural module cost declines and policy tailwinds; legacy hybrid names lost margin support. | Modest turnover, slightly higher volatility | Ecocell Components (partial) | ₹412 brokerage + statutory; est. tax shown per lot | Optional — you approve | High |
| Trim small-cap sleeve 19% → 13% | Concentration above the risk budget implied by your suitability profile. | Lowers portfolio volatility by ~1.3pp | Two mid/small-cap positions (partial) | ₹268 brokerage + statutory | Recommended | High |
| Top up debt sleeve by ₹40,000 | New deposits sat in cash; target debt weight is 20% and actual is 17%. | No tax event; restores band | None — cash deployed | ₹0 | Optional | Medium |
| Rotate global sleeve share class | Cheaper share class of the same underlying index became available. | Saves ~7bps a year; creates a small short-term gain | Global Diversifier (full switch) | ₹190 + est. short-term tax ₹1,640 | Optional | Low |
3. Choose how much to apply
Trades are ranked by drift and risk removed per rupee of tax and cost.
Trades in this selection
2
Drift removed
7.5pp
Estimated tax cost
₹2,120
4. Safeguards before you confirm
Nothing is executed until you have seen all five of these.
- Estimated proceeds
- ₹2,40,030
- Settlement date
- T+1 — credited by 24 Aug 2026
- Spread & expected slippage
- ₹1,240
- Per-lot tax impact
- ₹4,180 short-term · ₹1,930 long-term
Cannot be sold right now
- Ecocell Components — Corporate action (rights issue) — blocked 3 days
- Hydrolyne Industries — Thin volume — partial fill likely over 2 sessions
Residual concentration & timing
Exiting leaves 41% of remaining equity in two large-cap names. 3 lots turn long-term in 21 days.
Confirming here is a demonstration only. No orders are sent to any broker.
Illustrative rebalance flow with mock trades, charges and tax estimates. Nothing here is investment or tax advice. Return to the dashboard.