Like many investors, I prefer a long-term ‘set it and forget it’ strategy for managing my ISA. While I already benefit from auto top-ups and auto-invest features, there’s one manual task that still remains: rebalancing my funds. Given the current situation where some ETFs take longer to settle than others, I find myself checking my ISA more often than I’d like.
Is it possible to develop an ‘auto auto-rebalance’ feature? For instance, I could define certain parameters, such as if I haven’t rebalanced in the last 90 days and all funds have cleared, the platform would automatically rebalance my portfolio.
With this, apart from bi-annual check-ins and adjustments, we could truly have a ‘set-and-forget’ investment platform.