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Invest Excess Cash
Min/Max Rebalance Settings on the Rebalancing System Settings page allow you to customize how Tamarac Trading applies some trade rules when performing a Min/Max Rebalance. Invest excess cash lets you control how excess cash is spent during a min/max rebalance.
These are the options available:
Selected. Tamarac Trading will use excess cash, above any cash reserve requirements, to purchase additional underweight securities, even if those securities are within their model targets. The order of buys is based on your default buy order.
Cleared. Tamarac Trading won't use excess cash to purchase additional securities once the securities in the model are within their model targets.
For more information on the min/max rebalance, see Min/Max Rebalance.