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Proportional Spread Mode for Cash

November 25, 2025

FeaturePortfolio Shift

Distribute net cash based on position weights instead of evenly

What's new

The Spread rebalance mode now offers two distribution options:

  • Even: Distributes cash equally across unlocked positions (existing behavior)
  • Proportional: Distributes cash based on each position's market value weight

For example, with $10,000 to spread across two positions ($30k and $20k):

  • Even mode: Each gets $5,000
  • Proportional mode: First gets $6,000 (60%), second gets $4,000 (40%)

Info tooltips with examples are available for each mode.

Where to find it

  1. Go to Portal → Portfolio Shift
  2. In the Target Portfolio, click "Spread"
  3. Toggle between "Even" and "Proportional" distribution

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