Automate AI ETF workflows with rule-based entries, exits, DCA and rebalancing across Alpaca, Robinhood, Charles Schwab, TradeStation and more.
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Instead of reacting to headlines, AI ETF investing can run as clear rules you can test and repeat. Coinrule lets you define entries, exits and rebalancing logic without code, then execute through brokers like Alpaca, Robinhood and Charles Schwab.
Traders often buy thematic funds and then forget to manage risk. With Coinrule, you can translate a thesis into conditions you can review later, including logs of every trigger and order. For example, buy 10% of a planned position when price dips 3% from a 20-day high, then add 10% if it dips 6%. Set a hard stop 8% below average entry, plus a trailing take profit that tightens from 6% to 3% once gains exceed 12%.
On this platform, stock and ETF automation is designed for real portfolios, not one-off trades. Connect to TradeStation, Tastytrade or Tradier and run the same playbook across accounts. Use time windows to avoid illiquid opens, and add safeguards like max daily orders or a cooldown after a stop. When you adjust a rule, the system keeps your logic consistent across connected venues.
ETF Automation Templates
Templates help you launch quickly, then customize to your risk profile. Clone a DCA plan, add a moving average filter, and set an allocation cap like 25% per ETF. Simulate changes before going live, then track performance with a clean audit trail.
Risk-First Controls
Every strategy can include position sizing, stop logic and portfolio limits so one theme cannot dominate your account. Add rules like: if drawdown hits 5% in a week, reduce new buys by 50% until volatility normalizes.
DCA Accumulator
Buys a fixed amount weekly and adds an extra buy if price drops 4% in 24 hours. Pauses buys if price is below the 200-day MA. Helps smooth entries over time.
Portfolio Rebalance
Rebalances back to target weights monthly. Uses a 3% drift band before trading to reduce churn. Helps keep exposure aligned to your plan.
Minimum Variance Rebalance
Shifts weights toward lower-volatility holdings when 30-day volatility rises above a threshold. Reverts when volatility falls back below the trigger. Aims to dampen swings.
MA Crossover with Volume Filter
Enters when MA20 crosses above MA50 and volume is above its 20-day average. Exits on the reverse cross or a 7% stop. Filters weaker breakouts.
Stop Loss and Trailing Take Profit
Sets an initial stop 6% below entry and a trailing take profit starting at 8%. Tightens the trail to 4% once profit exceeds 10%. Keeps downside defined while letting winners run.
DCA Accumulator
Buys a fixed amount weekly and adds an extra buy if price drops 4% in 24 hours. Pauses buys if price is below the 200-day MA. Helps smooth entries over time.
Portfolio Rebalance
Rebalances back to target weights monthly. Uses a 3% drift band before trading to reduce churn. Helps keep exposure aligned to your plan.
Minimum Variance Rebalance
Shifts weights toward lower-volatility holdings when 30-day volatility rises above a threshold. Reverts when volatility falls back below the trigger. Aims to dampen swings.
MA Crossover with Volume Filter
Enters when MA20 crosses above MA50 and volume is above its 20-day average. Exits on the reverse cross or a 7% stop. Filters weaker breakouts.
Stop Loss and Trailing Take Profit
Sets an initial stop 6% below entry and a trailing take profit starting at 8%. Tightens the trail to 4% once profit exceeds 10%. Keeps downside defined while letting winners run.
Volatility Regime Switcher
Uses a volatility threshold to switch between risk-on and defensive allocations. If volatility spikes, reduces exposure by a set percentage. Restores exposure when conditions calm.
Sharpe Targeting Rebalance
Adjusts position sizes to target a chosen risk-adjusted profile. Reduces allocation when returns weaken relative to volatility. Rechecks on a weekly schedule.
Buy the Dips
Places staggered buys when price drops 2%, 4% and 6% from a recent high. Stops adding if price breaks below a longer-term MA. Builds disciplined pullback entries.
Volatility Breakout
Enters when price breaks above a recent range and ATR expands beyond a set level. Exits if price closes back inside the range or hits a trailing stop. Targets momentum bursts.
Risk Parity Allocator
Balances allocations so each holding contributes similar risk. Increases weight on lower-volatility assets and trims higher-volatility ones. Rebalances on a fixed cadence.
Unlike discretionary investing, a ruleset forces you to define what counts as a signal and what counts as noise. Start by choosing a universe of ETFs, then add a filter such as MA200 trend confirmation. Define entries with exact thresholds, like buy 5% of cash when RSI(14) drops below 35 on daily candles. Add exits and guardrails, such as take profit at 15% or trail by 5% after the position is up 10%. Coinrule keeps these components readable so you can iterate without breaking logic.
Rebalancing is where many portfolios quietly drift into unintended bets. You can schedule weekly, monthly or quarter-end checks, then trade only when weights move beyond a band like plus or minus 2%. Add a cash buffer so the system never spends the last 5% of available cash. If you prefer fewer trades, set a minimum order size and a cooldown between adjustments.
Risk controls include max position size, max daily turnover and stop logic that stays consistent across brokers. You can avoid the first 10 minutes after the open, or restrict orders to limits when spreads widen. For example, set: if bid-ask spread exceeds 0.4%, do not place new orders. Add a second rule that cancels unfilled orders after 15 minutes and retries at a new limit price.
Once a strategy is live, the audit trail becomes the feedback loop. Review which conditions fired, how often, and what happened after each entry. Clone the rule, change one parameter, and compare results over the same period.
Launch NowFAQ
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Rather than chasing the newest fund, define what would make you exit before you enter. Avoid stacking too many filters at once, because overfitting can look great in hindsight and fail live. Keep order frequency reasonable so fees and spreads do not eat the edge.
Traders often underestimate how sizing drives outcomes. Start with a cap like 10% per ETF and a portfolio-level risk limit such as 2% max loss per position based on your stop distance. If your stop is 8%, size so that an 8% move equals your chosen risk budget. Scale only after you have enough data from real execution.
For diversified funds, slower signals often behave better than fast scalps. Trend filters like MA100 or MA200 can reduce whipsaws, while momentum confirmation can help avoid buying into weakness. Combine one entry signal with one risk rule, then evaluate over months, not days.
Templates are powerful, but you still want oversight. Set alerts for events like a 3% intraday gap, a stop trigger, or a rebalance trade. If something looks off, pause the strategy, adjust one parameter, and resume with a clear change log.
As you add more rules, think in layers: entry logic, risk logic and portfolio logic. Keep each layer simple so you can diagnose issues quickly. A small library of well-understood strategies usually beats a complex web of fragile conditions.
Build a rules-based workflow, connect your broker, and run your strategy with consistent execution and clear reporting. Start small, measure results, then expand your automation as confidence grows.
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