As the market moves, the underlying holdings for your client accounts will shift. Some movement from the target allocation is normal, but too much drift and your clients may be over or underexposed to the appropriate amount of risk. With scheduled drift analysis, you the advisor can tell Autopilot the interval which a whole book drift analysis should run.
Selecting a Drift Analysis Interval
You can find the drift Analysis scheduler in SETTINGS > AUTOPILOT > TRADE SETTINGS.
To set an interval, click the option you prefer. By default drift analysis is disabled, and Autopilot will only use Risk Number drift to recommend trades.
Run a Drift Analysis at Will
If you need to run a full book drift analysis immediately, use the Run Drift Analysis option at the bottom right.
When you run a drift analysis Autopilot will immediately analyze all of your client accounts for allocation drift. Accounts that drift outside of their allowed tolerance will be on your Trading Dashboard with the recommended trades to return to target.
Running Drift Analysis on an Individual Account
A drift analysis can also be run on individual accounts. Simply navigate to a client's current portfolio, and click the three-dot ACCOUNT ACTIONS menu. You'll see the option to "REBALANCE NOW" from within this menu.
For more information on how Autopilot recommends trades for accounts, check out this article.