Raise Cash

To raise cash on an account, navigate to the specific account and click on the Raise Cash button. You will then see a pop-up showing your total current account balance and the current cash balance. Enter the amount of cash you would like to raise and press Submit. This will initiate a rebalance that will target selling positions to generate the amount of cash you requested. Oranj will prioritize positions that are most over-allocated to sell first, respecting all applied firm- and account-level trade settings such as Do Not Sell and Exclude.

 

To review your Raise Cash rebalance results, click on the Rebalance section in the left-hand navigation panel and find the account that you have rebalanced. Your rebalance will only generate sells - it will not fully rebalance your account towards your assigned model. Accounts without models assigned cannot be rebalanced.

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