Discover the Best ETF automation platform for systematic investing. Build rebalancing rules and DCA strategies across multiple brokers with automated execution and risk controls.
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Finding the Best ETF automation means having systematic rules that execute without emotion or timing mistakes. Connect your Trading212, Alpaca or Charles Schwab account to automate rebalancing across sector ETFs, international funds and bond allocations. Rules trigger based on drift percentages, calendar schedules or market conditions while your funds stay with your chosen broker.
The platform monitors your portfolio drift and triggers rebalancing when allocations move beyond your set thresholds. You might configure rules that rebalance when any ETF exceeds 5% of target weight or schedule monthly rebalancing regardless of drift. Automated execution prevents you from avoiding necessary rebalancing during volatile periods.
Instead of manual monthly investments, systematic DCA rules split your contributions across multiple ETFs based on your target allocation. Rules can adjust timing based on volatility or market conditions while maintaining disciplined regular investing.
ETF strategy templates ready to deploy
Templates cover three-fund portfolios, sector rotation strategies and international diversification approaches. Each template includes suggested ETFs, rebalancing thresholds and risk parameters that you can customize for your specific goals and risk tolerance.
Multi-broker execution engine
Coinrule connects to multiple brokers simultaneously allowing you to maintain different strategies across accounts while keeping unified oversight of your total ETF allocation and performance metrics.
Portfolio Rebalance
Monitors portfolio drift and rebalances when any ETF exceeds target allocation by set percentage. Executes trades to restore target weights automatically. Ideal for maintaining disciplined asset allocation.
ETF Pair Mean Reversion
Trades between two related ETFs when their relative performance diverges beyond historical norms. Buys underperformer and sells outperformer expecting convergence. Works well with sector pairs.
DCA Accumulator
Splits regular investment amounts across multiple ETFs based on target allocation percentages. Executes purchases on schedule regardless of market conditions. Perfect for systematic wealth building.
Volatility Regime Switcher
Adjusts ETF allocation based on market volatility levels. Increases defensive ETF allocation during high volatility periods. Shifts to growth ETFs when volatility normalizes.
Sector Momentum Switcher
Rotates between sector ETFs based on relative strength momentum signals. Buys sectors showing sustained outperformance. Exits when momentum weakens below threshold levels.
Portfolio Rebalance
Monitors portfolio drift and rebalances when any ETF exceeds target allocation by set percentage. Executes trades to restore target weights automatically. Ideal for maintaining disciplined asset allocation.
ETF Pair Mean Reversion
Trades between two related ETFs when their relative performance diverges beyond historical norms. Buys underperformer and sells outperformer expecting convergence. Works well with sector pairs.
DCA Accumulator
Splits regular investment amounts across multiple ETFs based on target allocation percentages. Executes purchases on schedule regardless of market conditions. Perfect for systematic wealth building.
Volatility Regime Switcher
Adjusts ETF allocation based on market volatility levels. Increases defensive ETF allocation during high volatility periods. Shifts to growth ETFs when volatility normalizes.
Sector Momentum Switcher
Rotates between sector ETFs based on relative strength momentum signals. Buys sectors showing sustained outperformance. Exits when momentum weakens below threshold levels.
Dividend ETF Seasonality
Increases allocation to dividend ETFs during traditional high-dividend seasons. Captures seasonal patterns in dividend-paying stocks. Rebalances based on calendar timing and yield spreads.
Risk Parity Allocator
Allocates capital based on risk contribution rather than dollar amounts. Adjusts position sizes based on volatility to equalize risk across ETF holdings. Rebalances when risk contributions drift.
Bond-Equity Rotation Filter
Shifts allocation between equity and bond ETFs based on economic indicators and yield curve signals. Increases bond allocation during risk-off periods. Rotates to equities when conditions improve.
Minimum Variance Rebalance
Optimizes ETF weights to minimize portfolio volatility while maintaining diversification. Rebalances based on changing correlation patterns between holdings. Focuses on risk-adjusted returns.
Tax-Loss Harvest Rebalance
Identifies losing ETF positions for tax-loss harvesting while maintaining target allocation. Sells losers and buys similar ETFs to avoid wash sale rules. Optimizes after-tax returns.
Rather than moving funds to new platforms, automation connects to your existing Trading212, WeBull, Alpaca or Schwab accounts via secure API keys. Your holdings and cash remain with your chosen broker while Coinrule orchestrates trades based on your systematic rules. This approach maintains your existing relationships and fee structures.
Every automated strategy includes position size limits, maximum trade frequency caps and drawdown protection. You can set daily trading limits and require manual approval for trades above certain dollar amounts. Emergency stops let you pause all automation instantly if market conditions change dramatically.
Before deploying any automation strategy, backtesting shows how rules would have performed using historical data. You can test different rebalancing frequencies, allocation targets and risk parameters to optimize your approach. Results include transaction costs and realistic execution assumptions.
Detailed analytics show how automation affects your portfolio performance compared to buy-and-hold approaches. Track rebalancing frequency, drift patterns and the impact of systematic rules on risk-adjusted returns. Performance attribution breaks down returns by individual holdings and rebalancing decisions.
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Templates include classic three-fund portfolios, target-date fund replications and factor-based approaches. Each template specifies suggested holdings, target allocations and rebalancing parameters based on academic research and practitioner experience.
Automation adapts to different investment horizons and risk tolerances. Younger investors might use more aggressive rebalancing with growth tilts while those near retirement can emphasize bond allocations and defensive positioning. Rules adjust allocation targets based on your specified glide path.
The system works with 401k, IRA and taxable accounts recognizing the different constraints and opportunities in each account type. Tax-loss harvesting operates only in taxable accounts while asset location optimization places tax-inefficient holdings in sheltered accounts.
Automation considers bid-ask spreads, trading volumes and expense ratios when executing trades. Rules can avoid rebalancing when transaction costs would exceed the benefit and can substitute lower-cost alternatives when available at your broker.
As your portfolio grows, automation handles increased complexity without additional effort. You can add new categories, implement more sophisticated allocation models and introduce factor tilts while maintaining systematic discipline across all holdings.
Access institutional-quality portfolio management tools designed for individual investors. The platform provides the systematic approach used by professional asset managers adapted for personal portfolios and retail brokerage accounts.
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