Funds

Autopilot allows advisors to define *Funds , which are collections of securities along with their target weight ranges. Funds can be created and defined via Zeppelin (Back-Office User Interface) or through these APIs.

Funds give enormous flexibility to how rebalances occur and allow an advisor to easily modify their recommendations over the life of a portfolio. For example, if a portfolio contains multiple funds an advisor can elect to add or remove securities from just one of those funds without the entire portfolio being rebalanced. As a visual representation of this occurring in the below example NFLX was added to the Tech Fund, and rather then rebalancing the entire Conservative Portfolio it will only rebalance the Tech Fund.