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Sell Unassigned Securities

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. Sell unassigned securities lets you control how the min/max rebalance will treat unassigned securities.

These are the options available: 

Setting Option More Information
Selected Tamarac Trading will sell unassigned securities, even if all model securities are within their targets.
Cleared Tamarac Trading won't automatically sell unassigned securities, but might in some cases—for example, to raise cash.

For more information on the min/max rebalance, see Min/Max Rebalance.