---
title: "How Risk-Off affects rebalancing"
description: "A Risk-Off flip normally acts on your rebalance clock, but the condition's Auto-rebalance toggle can force an off-schedule rebalance the moment it flips."
canonical_url: "https://fincanva.com/docs/strategies/how-risk-off-affects-rebalancing"
last_updated: "2026-09-17"
md_url: "https://fincanva.com/docs/strategies/how-risk-off-affects-rebalancing.md"
---

# How Risk-Off affects rebalancing

A Risk-Off flip normally acts on your strategy's regular rebalance schedule, but you can make it force an off-schedule rebalance the moment it happens. Two settings on each risk condition — **Auto-rebalance** and **Confirmation delay (weeks)** — decide how a flip is timed against your [rebalance frequency](/docs/strategies/how-often-your-strategy-rebalances).

## How a Risk-Off flip can force an off-schedule rebalance
Turning on a condition's **Auto-rebalance** toggle makes the strategy rebalance the instant that condition flips, instead of waiting for the next scheduled rebalance. The toggle carries the note "Trigger a rebalance when the condition flips.", and in the risk list a condition set this way is marked "Triggers rebalance". With Auto-rebalance off, a flip changes which regime is active, but the change only takes effect at the strategy's next scheduled rebalance. The list summarises the trigger logic as "Go Risk-Off when any trigger fires:".

## How the confirmation delay changes when Risk-Off acts
The **Confirmation delay (weeks)** makes a condition wait a set number of weeks after it flips before it acts, so a brief flip doesn't set off a reaction (0 to 12 weeks; its hint reads "0 = act immediately."). This governs whether the flip is acted on *yet*; **Auto-rebalance** then governs whether acting means an off-schedule rebalance or a wait for the next scheduled one — see [Risk conditions](/docs/strategies/risk-conditions#what-the-confirmation-delay-and-auto-rebalance-do) for the field itself.

## When Risk-Off acts on your normal rebalance schedule
When Auto-rebalance is off, a Risk-Off flip takes effect at the strategy's next scheduled rebalance rather than immediately. Your rebalance frequency is the master clock for this — set in the **Rebalance every** control — and a flip that isn't set to trigger its own rebalance simply rides that clock — see [How often your strategy rebalances](/docs/strategies/how-often-your-strategy-rebalances#how-do-risk-conditions-and-exits-interact-with-the-frequency).

## How you find out your strategy has gone Risk-Off
You see the current regime by opening the strategy — the app does not notify you when a strategy flips to Risk-Off. There are no push notifications, alerts, or emails on a flip today. The risk list shows each condition's logic — "Always Risk-On", "Match → Risk-Off", or "Any match → Risk-Off" — so you can see what would trigger a switch.

## Limits and edge cases
Auto-rebalance and the confirmation delay are set per condition, not per strategy — each of a strategy's up-to-two risk conditions carries its own **Auto-rebalance** toggle and its own **Confirmation delay (weeks)**. The confirmation delay is capped at 12 weeks. Whether an off-schedule rebalance actually changes your holdings depends on the Risk-Off allocation profile you set — if Risk-Off is configured identically to Risk-On there is nothing to switch to, so the rebalance has no effect. For what the two regimes are and how a condition is built, see [Risk conditions](/docs/strategies/risk-conditions).

## Related
For the two regimes and the full condition builder, read [Risk conditions](/docs/strategies/risk-conditions). For the master clock a flip rides when Auto-rebalance is off, see [How often your strategy rebalances](/docs/strategies/how-often-your-strategy-rebalances). To decide whether to use risk management at all, read [When to use risk management](/docs/strategies/when-risk-management-changes-a-strategy). Position-level exits rebalance on their own terms — see [Position exits](/docs/strategies/position-exits).