# Self rebalancing
**URL:** https://community.investengine.com/t/self-rebalancing/1723
**Category:** General
**Created:** [7 June 2024 10:56 UTC](https://community.investengine.com/t/self-rebalancing/1723 "2024-06-07T10:56:22Z")
**Posts on this page:** 13
**Page:** 1
### Author:  [@Angel](https://community.investengine.com/u/Angel)
#### Post date: [7 June 2024 10:56 UTC](https://community.investengine.com/t/self-rebalancing/1723/1 "2024-06-07T10:56:22Z")
Hi,
I wanted to see whether there is a way for the rebalancing to not sell any stocks but just buy to rebalance. Someone on here suggested that you could do this if you went straight into rebalance rather than invest first and had the money ready to do it.
When I tried to do this it still was trying to sell even though I had plenty of money to rebalance it.
Can anyone help with this?
Thank-you!
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### Author:  [@woodside](https://community.investengine.com/u/woodside)
#### Post date: [7 June 2024 11:31 UTC](https://community.investengine.com/t/self-rebalancing/1723/2 "2024-06-07T11:31:37Z")
I might be missing something but all you need to
do is buy the funds you want to increase the percentage of when you are happy with the price of the respective funds.
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### Author:  [@Angel](https://community.investengine.com/u/Angel)
#### Post date: [7 June 2024 11:49 UTC](https://community.investengine.com/t/self-rebalancing/1723/3 "2024-06-07T11:49:54Z")
Thanks for replying @woodside.
When I have just bought funds it has changed my percentages some are a little off which you would expect but I have these discrepancies in the same portfolio::
I want at 12% which is at 13.5
I want at 10% and its at 7.6
I want at12% and its at 11.1
I want at 8% and its at 9.7% ?
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### Author:  [@Carl](https://community.investengine.com/u/Carl)
#### Post date: [7 June 2024 12:38 UTC](https://community.investengine.com/t/self-rebalancing/1723/4 "2024-06-07T12:38:32Z")
Hi @Angel, if you’re still accumulating (investing regularly), you can adjust the percentages of the ETFs in your portfolio.
Buy a little more of the losers and less of the winners.
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### Author:  [@woodside](https://community.investengine.com/u/woodside)
#### Post date: [7 June 2024 13:11 UTC](https://community.investengine.com/t/self-rebalancing/1723/5 "2024-06-07T13:11:00Z")
Hi
The word that springs to mind is tricky
to get the figures the way you want them without selling is to
buy other funds that are under your desired target weights.
I tend to sell funds when the margin of price paid to current price is in my favour
to manage the weights in my portfolio.
I tend to use the weights as a guide and not a definition.
Good luck
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### Author:  [@peter](https://community.investengine.com/u/peter)
#### Post date: [8 June 2024 09:13 UTC](https://community.investengine.com/t/self-rebalancing/1723/6 "2024-06-08T09:13:19Z")
Possible feature request… Could it be possible to have a feature that combined Auto-Invest and Rebalancing?
I make regular savings-plan contributions to my portfolios, with Auto-Invest turned on. This simply buys at the portfolio target weights. It would be interesting to have an option that told Auto-Invest to buy in a way that helped rebalance the portfolio with each new contribution.
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### Author:  [@varthel](https://community.investengine.com/u/varthel)
#### Post date: [8 June 2024 20:42 UTC](https://community.investengine.com/t/self-rebalancing/1723/7 "2024-06-08T20:42:48Z")
I second this. If there are discrepancies in my desired portfolio
e.g. my desired asset allocation is
Portfolio:
- 50% asset 1
- 50% asset 2
but asset 1 does very well and allocation goes to
- 55% asset 1
- 45% asset 2
Instead of incurring costs by selling some of asset 1 to buy asset 2 to make it close to 50/50 again (by rebalancing). I would prefer to rebalance with my subsequent investments to keep buying asset 2 until it’s 50/50 again, then any leftovers split in half so it remains 50/50.
e.g. if my investment is £200 at 55/45, let’s say £80 of asset 2 takes it back to 50/50, then the remaining £120 is invested as £60/£60 such that the net buy is £60/£140.
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### Author:  [@Angel](https://community.investengine.com/u/Angel)
#### Post date: [9 June 2024 20:18 UTC](https://community.investengine.com/t/self-rebalancing/1723/8 "2024-06-09T20:18:15Z")
Yes, that is exactly what I want. An automatic way for it to rebalance without having to sell. I really hope it becomes a feature.
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### Author:  [@Paul\_M](https://community.investengine.com/u/Paul_M)
#### Post date: [13 June 2024 13:51 UTC](https://community.investengine.com/t/self-rebalancing/1723/9 "2024-06-13T13:51:42Z")
Hello, thank you for submitting this suggestion. I have passed on your proposal to the Development Team, who will consider adding this feature to our Product Roadmap.
We’ll post updates here and on social media whenever we do add new functionality to the platform.
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### Author:  [@Ljm104](https://community.investengine.com/u/Ljm104)
#### Post date: [3 March 2025 15:40 UTC](https://community.investengine.com/t/self-rebalancing/1723/10 "2025-03-03T15:40:44Z")
Is there any news on this feature?
It would really be great if autoinvest automatically balanced your portfolio with each new cash addition.
I believe T212 pies have had this feature for some time.
Thanks
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### Author:  [@Paul\_M](https://community.investengine.com/u/Paul_M)
#### Post date: [4 March 2025 13:50 UTC](https://community.investengine.com/t/self-rebalancing/1723/11 "2025-03-04T13:50:30Z")
Hi, I’m afraid there is no ETA for introducing this feature yet, but please be assured that we will make a post here and in our socials once this has been released
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### Author:  [@IEJG](https://community.investengine.com/u/IEJG)
#### Post date: [13 January 2026 20:15 UTC](https://community.investengine.com/t/self-rebalancing/1723/12 "2026-01-13T20:15:55Z")
Hi Paul,
Are there any updates on this feature please? This is a key feature that competitors are offering currently and I’m sure it would increase the appeal for someone looking to move ISAs to IE.
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### Author:  [@aval](https://community.investengine.com/u/aval)
#### Post date: [20 January 2026 16:14 UTC](https://community.investengine.com/t/self-rebalancing/1723/13 "2026-01-20T16:14:37Z")
Interestingly enough, I had to do this by myself manually this week! I was adding a new ETF into my portfolio and removing a couple of existing funds that were underperforming and in which I had a very small percentage of money. I basically wanted the x% allocated to these funds to go to 0% and then that money should just go into my new fund. But I wanted the other ETFs in my portfolio to remain untouched.
Needless to say it was very challenging to achieve this, because all the other funds where also not at their target allocations. So, if I simply rebalanced, some of them would have been sold. So, I had to adjust the target allocations for these funds to basically match the real allocation % as closely as I could.
For example, asset A was set to target allocation of 15%, but in reality it is at 16.7%. So, I had to adjust its target allocation to 17% so that it does not sell anything and instead buys a bit more of it. But sometimes, I had to adjust the percentage down. So, asset B was at 7.3% and the target allocation was at 8%. But I had to reduce it to 7% to make sure the overall allocation did not exceed 100% and I also had some percentage points left to allocate to the new fund.
So, in this hacky manner, I could minimise the number of funds that were sold for those that I did not want to sell. But this is not ideal. I wish InvestEngine offered more flexible and powerful ways to manage funds. Instead of dealing with all funds in a portfolio as a fixed group, it would be nice if I can say, I want to sell funds A and B and buy funds C and D (and maybe a new fund E), and I want to leave funds F, G and H untouched. I wonder if something like this or a simpler version of this can be implemented.