---
title: "Auto-rebalance on flip"
description: "Auto-rebalance on flip is the per-condition toggle that rebalances a strategy the moment a risk condition flips, instead of waiting for the next scheduled date."
canonical_url: "https://fincanva.com/docs/strategies/auto-rebalance-on-flip"
last_updated: "2026-07-25"
md_url: "https://fincanva.com/docs/strategies/auto-rebalance-on-flip.md"
---

# Auto-rebalance on flip

Auto-rebalance on flip is the per-condition toggle that makes a strategy [rebalance](/docs/backtesting/rebalance) the moment a [risk condition](/docs/strategies/risk-condition) flips, instead of waiting for its next scheduled rebalance date. The control is labelled **Auto-rebalance** and carries the note "Trigger a rebalance when the condition flips."; a condition set this way is marked "Triggers rebalance" in the risk list. It decides *when* a switch reaches your holdings — never *what* it switches to.

**Also seen as:** Auto-rebalance (the control label), "Triggers rebalance" (the risk-list marker), off-schedule rebalance.

## What does Auto-rebalance change about a flip?

It changes whether the flip is executed immediately or at the next scheduled rebalance. With **Auto-rebalance** on, the flip forces a rebalance the moment it happens, so the incoming allocation profile is applied off-schedule. With it off, the flip is recorded but the holdings do not change until the strategy's next scheduled rebalance, set by **Rebalance every** — until then the strategy keeps holding the outgoing profile's mix. The destination is identical in both cases: the strategy still ends up in the profile the condition asked for.

Two settings therefore pace a flip in sequence. The [confirmation delay](/docs/strategies/confirmation-delay) decides whether the flip counts *yet*; Auto-rebalance then decides whether counting means an off-schedule rebalance or a wait for the scheduled one.

## Defaults in Fincanva

- Auto-rebalance is set per condition, not per strategy: each of a strategy's up-to-two risk conditions carries its own toggle.
- Every built-in [risk template](/docs/strategies/risk-templates) arrives with Auto-rebalance off, so a flip rides the normal schedule unless you turn it on.
- A rebalance forced this way is extra to the schedule — the **Next rebalance** date shown for a strategy is the scheduled one, and a risk-triggered rebalance can happen in between it and the previous one.
- If the Risk-Off profile is configured identically to Risk-On, a forced rebalance has nothing to switch to and changes nothing.
- Rebalancing off-schedule means trading off-schedule, so it carries the same costs the [simulation assumptions](/docs/backtesting/simulation-assumptions) apply to any other rebalance.

## Worked example

A strategy rebalances every 6 months. Its last rebalance was 1 March, so the next scheduled one is 1 September. On 10 May — four months into the cycle — its risk condition flips, with the **Confirmation delay (weeks)** at 0.

With **Auto-rebalance** on, the strategy rebalances on 10 May: the incoming allocation profile is applied that day and the holdings change mid-cycle. With **Auto-rebalance** off, the flip is recorded on 10 May but nothing trades; the strategy carries the outgoing profile's holdings for nearly four more months and only switches on 1 September. Same condition, same thresholds, same destination — a four-month difference in when your holdings reflect it. Shorten the cadence to **Rebalance every** 1 month and the gap narrows to weeks, which is why the toggle matters most on long cadences.

**Learn more:** [How Risk-Off affects rebalancing](/docs/strategies/how-risk-off-affects-rebalancing#how-a-risk-off-flip-can-force-an-off-schedule-rebalance)