How to Add More Capital

Here are the key takeaways from this lesson:

• Deposits and withdrawals must be tracked in the platform, anytime you add or remove capital, you update it in the “adjust capital” section.
• Every capital change triggers a rebalance, new cash must be allocated (or reduced) to maintain the correct portfolio exposures.
• Execution is still simple and guided, the system tells you exactly what trades to place and you just input fill prices as usual.
• Maintaining correct allocation is the goal, rebalancing ensures your portfolio always reflects the intended strategy based on your current account size.