Skip to main content
A change review shows what Tilt Agent proposes to save, alongside the current values. Use it to check a Tilt’s rules or an account’s settings before deciding whether to apply the changes.
Update Energy Research review showing Methodology / cadence changing from QUARTERLY to MONTHLY, with Discard and Apply buttons

A review of Energy Research's proposed switch from quarterly to monthly cadence.

​
Decide what to save

Preparing a review leaves saved settings unchanged. Check the object being changed and the values shown in the review. For example, you can reply, “Use annual instead of monthly,” before applying. The earlier review becomes inactive when the replacement is ready.

​
Ask to review first

Show me a change review to switch Energy Research from quarterly to monthly rebalancing. Leave everything else unchanged, and do not apply it yet.
In this example, rebalancing and membership selection share a cadence, so the review changes both. Read Tilt Agent’s explanation alongside the proposed values. Tilt Agent can also make changes directly when your request and permissions allow it. Ask to review first when you want to see proposed values before saving.

​
Check the result

Read the result after applying. If only some changes succeeded, those changes remain saved. Discarding the remainder does not undo them. If the result is unclear, ask Tilt Agent to check what was saved before trying again. To reverse an applied change, request a new change.
Applying a settings review does not submit trades. Trading has its own rebalance review and submission flow.