Create intelligent stock portfolios that adapt using machine learning algorithms. Automate rebalancing and allocation decisions across multiple brokers with AI-driven insights.
385k+
investors using AI tools
1.2M+
portfolio rebalances executed
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Stock Brokers Connected
Smart algorithms analyze market conditions and automatically adjust your stock weightings based on volatility patterns and correlation shifts. AI stock portfolios on Coinrule connect to Alpaca, Trading212, WeBull and Charles Schwab to execute rebalancing decisions without manual intervention. The system learns from market cycles to optimize allocation timing while you maintain full control over risk parameters.
The platform monitors your portfolio drift and triggers rebalancing when allocations deviate from target percentages. Machine learning algorithms detect regime changes in volatility and correlation patterns to adjust rebalancing frequency dynamically. Instead of fixed monthly rebalancing, the system adapts timing based on market conditions.
Built-in safeguards prevent any single stock from exceeding your maximum allocation limits even during strong performance runs. The system enforces sector diversification rules and can automatically trim positions that grow beyond predetermined thresholds. Emergency stops halt all rebalancing during extreme market volatility.
Templates for different risk profiles
Choose from growth-focused, dividend-oriented or balanced allocation templates that serve as starting points for your automated portfolios. Each template includes predefined sector limits, rebalancing triggers and risk controls tailored to different investment objectives.
Multi-broker execution capabilities
The automation engine coordinates trades across multiple brokers simultaneously ensuring optimal execution and avoiding concentration in any single platform while maintaining unified portfolio tracking.
Portfolio Rebalance
Maintains target allocations by selling overweight positions and buying underweight stocks. Triggers when any holding deviates more than 5% from target. Reduces portfolio drift systematically.
Risk Parity Allocator
Allocates capital based on risk contribution rather than market cap weighting. Uses volatility metrics to size positions inversely to risk. Creates more balanced risk exposure across holdings.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility using correlation matrices. Rebalances monthly based on rolling 60-day covariance calculations. Targets stable returns over maximum growth.
Sharpe Targeting Rebalance
Adjusts allocations to maximize risk-adjusted returns using Sharpe ratio optimization. Increases weights in high Sharpe assets while reducing exposure to poor performers. Rebalances quarterly.
Volatility Targeted Trend
Scales position sizes based on realized volatility to maintain consistent risk exposure. Increases allocations during low volatility periods and reduces during high volatility. Adapts to changing market conditions.
Portfolio Rebalance
Maintains target allocations by selling overweight positions and buying underweight stocks. Triggers when any holding deviates more than 5% from target. Reduces portfolio drift systematically.
Risk Parity Allocator
Allocates capital based on risk contribution rather than market cap weighting. Uses volatility metrics to size positions inversely to risk. Creates more balanced risk exposure across holdings.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility using correlation matrices. Rebalances monthly based on rolling 60-day covariance calculations. Targets stable returns over maximum growth.
Sharpe Targeting Rebalance
Adjusts allocations to maximize risk-adjusted returns using Sharpe ratio optimization. Increases weights in high Sharpe assets while reducing exposure to poor performers. Rebalances quarterly.
Volatility Targeted Trend
Scales position sizes based on realized volatility to maintain consistent risk exposure. Increases allocations during low volatility periods and reduces during high volatility. Adapts to changing market conditions.
High Beta Risk-On Basket
Concentrates in high-beta stocks during risk-on market environments detected via VIX levels. Rotates to defensive positions when volatility exceeds threshold. Captures momentum in growth phases.
Low Vol Defensive Rotation
Shifts allocation toward low-volatility defensive stocks during market stress periods. Uses multiple volatility indicators to trigger rotation timing. Preserves capital during downturns.
Sector Momentum Switcher
Rotates between sector ETFs based on relative strength momentum signals. Overweights outperforming sectors while underweighting laggards. Rebalances based on 20-day momentum rankings.
Dividend ETF Seasonality
Increases dividend stock allocation during historically strong periods for dividend payments. Concentrates in high-yield ETFs around ex-dividend dates. Captures seasonal dividend patterns.
Tax-Loss Harvest Rebalance
Automatically sells losing positions for tax benefits while maintaining portfolio allocation through similar securities. Avoids wash sale rules with 30-day waiting periods. Optimizes after-tax returns.
The system calculates optimal position sizes using each stock's historical volatility and correlation with existing holdings. Higher volatility stocks receive smaller allocations to maintain consistent portfolio risk. Position sizing updates automatically as volatility patterns change ensuring your risk exposure stays within target ranges.
Machine learning algorithms track correlation changes between holdings and alert you when diversification benefits decrease. The system can automatically reduce positions in highly correlated stocks to maintain true diversification. Rolling correlation analysis helps identify when seemingly different stocks begin moving together.
Detailed analytics break down portfolio performance by individual stock contribution, sector allocation effects and timing decisions. You can see which rebalancing actions added value and which detracted from performance. This transparency helps you understand how the automation decisions impact your overall returns.
The platform prioritizes tax-efficient rebalancing methods like using new contributions to restore target allocations before selling appreciated positions. It considers holding periods for long-term capital gains treatment and can defer rebalancing in taxable accounts when tax costs exceed benefits. This approach maximizes your after-tax returns.
Launch BotFAQ
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Elena K.
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Chen L.
Priya M.
Before deploying any allocation strategy, you can backtest performance using historical data to see how the approach would have performed during different market cycles. The backtesting engine accounts for transaction costs, slippage and realistic execution delays to provide accurate performance estimates. This validation helps you choose strategies with strong historical risk-adjusted returns.
The platform works with your current brokerage accounts without requiring fund transfers or account changes. API connections provide read and trade access while your assets remain with established brokers. You maintain existing account benefits like FDIC insurance and customer service relationships.
Smart notification system sends alerts for significant portfolio changes, rebalancing actions and risk limit breaches without flooding you with minor updates. You can customize alert thresholds and delivery methods to stay informed at your preferred level of detail. Critical alerts like emergency stops always reach you immediately.
Start with a small portion of your portfolio to test the automation before scaling up to larger allocations. The system supports partial deployment where only designated holdings participate in automated rebalancing while others remain under manual control. This gradual approach builds confidence in the automation decisions.
Machine learning algorithms continuously analyze market patterns and portfolio performance to refine allocation decisions. The system learns from both successful and unsuccessful rebalancing actions to improve future timing and sizing decisions. Your portfolio benefits from accumulated learning across all platform users while maintaining your specific risk parameters.
Access institutional-quality portfolio management tools previously available only to large investors and wealth management firms. The platform democratizes sophisticated allocation techniques like risk parity and minimum variance optimization for individual portfolios. You get professional-grade automation without high fees or account minimums.
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