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No. of Recommendations: 4
For those who are willing to pay commissions the Pro interface has a "Rebalance Feature" that you can add to your top icon bar. Using that feature you put in your symbols, set the percentages you want the symbols to be of your portfolio and it will automatically generate the necessary buys/sells based on the latest close from when you hit the "Create Rebalance Orders" button.

You can also mess with defaults to set dollars vs. shares and use fractional shares if that's what you prefer.

Personally, I think if you have a portfolio of any decent size you should go the commissions route for better executions. Side note: On another board I've read that IB is working on a Folio-like trading approach that should be out sometime this summer. (Don't know if that is true since I moved my Folio stuff to M1 a couple of years ago.)

I have accounts with multiple brokers...if you are a Folio refugee, suggest you look into M1. For simplicity I think they are very good/possibly the best right now.
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