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Default Sell Order

Rebalance Settings on the Rebalancing System Settings page allow you to customize how Tamarac Trading adheres to logic during a rebalance and how it calculates information during that process. These settings are widely applicable to many different rebalance types. Default Sell Order controls how Tamarac Trading should prioritize recommended sells during the rebalance process.

These are the options available: 

• Least to Greatest Realized Gains: Sell order is determined in this order: 

  1. Securities are sorted in order from least realized gain to greatest realized gain.

  2. Tamarac Trading then sells securities in that order, from least realized gain to greatest realized gain, until cash is raised.

  For tax-deferred accounts, securities are sold from most to least overweight. Restricted securities are removed from consideration.

• Most to Least Overweight Security: Sell order is determined in this order: 

  1. Securities with gains are sorted in order from most overweight to least overweight. Securities over their maximum are prioritized first.

  2. Tamarac Trading then sells securities in that order, from most overweight to least overweight, until cash is raised.

  Restricted securities are removed from consideration.