IntermediateLast verified Aug 23, 2026
Portfolio Constraint
Checks candidate weights against configured portfolio limits.
Checks candidate weights against configured portfolio limits.
When to use
Use it before Rebalancer when target weights must meet concentration or other supported portfolio rules.
Example
Check target weights, continue through Passed, and route Violated to review or recovery.
Common problems
A violation is a control outcome that needs handling. Verify that the connected weights represent the intended universe.
Next steps
Review the generated Parameters, Outcomes, and Data Ports on this page, then open the related guides for the complete workflow.
Related documentation
- Weight CalculatorCalculates target weights for a connected asset universe.
- Leverage ConstraintChecks or adjusts target weights against configured leverage limits.
- Portfolio rebalance with risk limitsUnderstand a Portfolio pattern that filters an asset universe, calculates target weights, applies constraints, and rebalances.