How a Risk-Off flip can force an off-schedule rebalance
Turning on a condition's Auto-rebalance toggle makes the strategy rebalance the instant that condition flips, instead of waiting for the next scheduled rebalance. The toggle carries the note "Trigger a rebalance when the condition flips.", and in the risk list a condition set this way is marked "Triggers rebalance". With Auto-rebalance off, a flip changes which regime is active, but the change only takes effect at the strategy's next scheduled rebalance. The list summarises the trigger logic as "Go Risk-Off when any trigger fires:".
How the confirmation delay changes when Risk-Off acts
The Confirmation delay (weeks) makes a condition wait a set number of weeks after it flips before it acts, so a brief flip doesn't set off a reaction (0 to 12 weeks; its hint reads "0 = act immediately."). This governs whether the flip is acted on yet; Auto-rebalance then governs whether acting means an off-schedule rebalance or a wait for the next scheduled one — see Risk conditions for the field itself.
When Risk-Off acts on your normal rebalance schedule
When Auto-rebalance is off, a Risk-Off flip takes effect at the strategy's next scheduled rebalance rather than immediately. Your rebalance frequency is the master clock for this — set in the Rebalance every control — and a flip that isn't set to trigger its own rebalance simply rides that clock — see How often your strategy rebalances.
How you find out your strategy has gone Risk-Off
You see the current regime by opening the strategy — the app does not notify you when a strategy flips to Risk-Off. There are no push notifications, alerts, or emails on a flip today. The risk list shows each condition's logic — "Always Risk-On", "Match → Risk-Off", or "Any match → Risk-Off" — so you can see what would trigger a switch.
Limits and edge cases
Auto-rebalance and the confirmation delay are set per condition, not per strategy — each of a strategy's up-to-two risk conditions carries its own Auto-rebalance toggle and its own Confirmation delay (weeks). The confirmation delay is capped at 12 weeks. Whether an off-schedule rebalance actually changes your holdings depends on the Risk-Off allocation profile you set — if Risk-Off is configured identically to Risk-On there is nothing to switch to, so the rebalance has no effect. For what the two regimes are and how a condition is built, see Risk conditions.
Related
For the two regimes and the full condition builder, read Risk conditions. For the master clock a flip is paced against, see How often your strategy rebalances. To decide whether to use risk management at all, read When to use risk management. Position-level exits rebalance on their own terms — see Position exits.
Terms on this page
GeneratedEvery defined term this page uses, matched against the corpus — including the alias forms the prose actually says.