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Gross Up Existing Buys to Invest All Remaining Cash
In most cases, we recommend not using this feature.
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. Gross up existing buys to invest all remaining cash controls how Tamarac Trading treats excess cash during a rebalance.
These are the options available:
Selected: Tamarac Trading buys up to model goals. If there is cash left over, it will put cash to work in already existing buys, potentially buying above model target. If there is a restriction on a security and you have cash remaining, Tamarac Trading will buy other securities instead of the restricted security.
Cleared: Tamarac Trading only buys up to model goals. If there is cash left over, it will not be used to purchase securities already at their model targets.