{"version":"0.35.0","built_at":"2026-10-24T11:24:42.001Z","license":"CC BY 4.0 © Mike Reams","canonical":"https://catalog.mikereams.com","capability":{"id":"BC-1760.20.50","name":"Account Rebalancing & Drift Control","level":3,"parent_id":"BC-1760.20","l1_id":"BC-1760","industry":"financial-services","macro_id":null,"path":["Wealth & Investment Management","Investment Portfolio Management","Account Rebalancing & Drift Control"],"description":"Detect when an account drifts from its target allocation or model and generate the trades that bring it back, considering tax and cost.","aliases":["Drift Monitoring","Tax-Aware Rebalancing"],"in_scope":[],"out_of_scope":[],"csdm_note":null,"status":"active","successor_id":null,"child_ids":[]},"crosswalk":{"realized_by":[],"used_in":[],"patterns":[],"stacks":[],"books":[],"technology":[],"frameworks":[],"principles":[],"data_concepts":[],"domain_events":[]},"ancestors":[{"id":"BC-1760","name":"Wealth & Investment Management","level":1},{"id":"BC-1760.20","name":"Investment Portfolio Management","level":2}],"children":[]}