Discover the best portfolio software for automated trading. Build rule-based strategies across crypto and stocks with real-time execution and risk controls.
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traders using portfolio automation
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Exchanges and Brokers Connected
Execute rule-based strategies across Binance, Coinbase, Alpaca and Trading212 while maintaining unified risk controls. The best portfolio software combines crypto and traditional assets under one automated framework. Your positions stay with brokers while the platform orchestrates entries, exits and rebalancing through secure API connections.
This platform lets you design portfolios that span crypto exchanges and stock brokers simultaneously. Set allocation targets between BTC, ETH and equity ETFs with automatic rebalancing when ratios drift beyond thresholds. Rules can trigger crypto buys when stock volatility spikes or rotate between asset classes based on market conditions.
Choose from templates like 60-40 crypto-stock splits, sector rotation strategies and risk parity allocations. Each template includes predefined rules for entries, exits and position sizing that you can customize. Templates cover conservative DCA approaches and aggressive momentum strategies.
Portfolio risk controls
Set maximum allocation limits per asset class, drawdown stops and correlation filters to prevent overexposure. The system monitors total portfolio value and can pause all strategies if losses exceed predefined thresholds.
Cross-asset execution engine
Every rule executes through a unified engine that tracks positions across exchanges and brokers while maintaining consistent risk parameters regardless of where assets are held.
Portfolio Rebalance
Maintains target allocations between crypto and stocks by selling overweight positions and buying underweight assets. Rebalances monthly or when drift exceeds 5%. Ideal for long-term wealth building.
Risk Parity Allocator
Allocates capital based on risk contribution rather than dollar amounts. Increases allocation to lower volatility assets during market stress. Uses 20-day volatility for risk calculations.
Sharpe Targeting Rebalance
Optimizes portfolio weights to maximize risk-adjusted returns. Reallocates quarterly based on trailing Sharpe ratios. Favors assets with better risk-return profiles over 90-day periods.
Volatility Targeted Trend
Increases trend-following exposure when volatility is low and reduces it when volatility spikes above 30-day average. Protects capital during chaotic market conditions.
High Beta Risk-On Basket
Buys high-beta crypto and growth stocks when market sentiment is positive. Uses VIX below 20 and BTC above 50-day MA as entry signals. Exits when risk indicators reverse.
Portfolio Rebalance
Maintains target allocations between crypto and stocks by selling overweight positions and buying underweight assets. Rebalances monthly or when drift exceeds 5%. Ideal for long-term wealth building.
Risk Parity Allocator
Allocates capital based on risk contribution rather than dollar amounts. Increases allocation to lower volatility assets during market stress. Uses 20-day volatility for risk calculations.
Sharpe Targeting Rebalance
Optimizes portfolio weights to maximize risk-adjusted returns. Reallocates quarterly based on trailing Sharpe ratios. Favors assets with better risk-return profiles over 90-day periods.
Volatility Targeted Trend
Increases trend-following exposure when volatility is low and reduces it when volatility spikes above 30-day average. Protects capital during chaotic market conditions.
High Beta Risk-On Basket
Buys high-beta crypto and growth stocks when market sentiment is positive. Uses VIX below 20 and BTC above 50-day MA as entry signals. Exits when risk indicators reverse.
Low Vol Defensive Rotation
Rotates into defensive assets like bonds and stable coins when market volatility exceeds historical norms. Uses 30-day rolling volatility as primary signal for allocation shifts.
Sector Momentum Switcher
Rotates between crypto sectors and stock sectors based on relative momentum. Buys strongest performing sectors and sells weakest. Rebalances weekly based on 20-day returns.
Market-Neutral Factor Hedge
Maintains market-neutral exposure by pairing long positions with short hedges. Uses factor loadings to minimize beta exposure while capturing alpha from stock selection.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility. Reallocates monthly based on covariance matrix calculations. Ideal for risk-averse investors seeking steady returns.
Cross-Asset Correlation Hedge
Monitors correlations between crypto and traditional assets. Reduces exposure to highly correlated positions during market stress. Maintains diversification benefits through dynamic hedging.
View consolidated performance across all connected accounts with attribution analysis showing which strategies contribute most to returns. Track Sharpe ratios, maximum drawdown and correlation metrics. Export data for tax reporting and compliance.
Schedule rebalancing on daily, weekly or monthly intervals with drift-based triggers. The system calculates optimal trade sizes to minimize transaction costs while maintaining target allocations. Set minimum trade thresholds to avoid excessive small orders.
Changes made on desktop immediately sync to mobile apps with real-time position updates. Monitor total portfolio value and individual strategy performance from anywhere. Receive push notifications when rebalancing occurs or risk limits are breached.
Connect crypto exchanges like Binance, Coinbase and Kraken alongside stock brokers including Charles Schwab, E*TRADE and WeBull. The platform aggregates positions and executes trades through secure API connections without requiring fund transfers.
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Use modern portfolio theory tools including efficient frontier analysis and Monte Carlo simulations. The platform calculates optimal weights based on expected returns, volatility and correlation inputs. Black-Litterman optimization incorporates your market views into allocation decisions.
Minimize tax impact through tax-loss harvesting and asset location optimization. The system can prioritize selling positions with losses to offset gains and place tax-inefficient assets in appropriate account types when possible.
Run different strategies on various timeframes simultaneously. Execute daily rebalancing for tactical allocation while maintaining monthly strategic rebalancing. Short-term momentum strategies can operate alongside long-term buy-and-hold positions.
Track how correlations between assets change over time with rolling correlation analysis. Receive alerts when previously uncorrelated assets begin moving together, indicating reduced diversification benefits during market stress.
Compare your automated portfolio performance against custom benchmarks including traditional 60-40 portfolios, crypto indices or your own manually managed portfolios. Track alpha generation and risk-adjusted outperformance over time.
Connect your existing brokerage accounts through secure API integration and define your target asset allocation. Choose from preset strategies or build custom rules for rebalancing, risk management and tactical allocation adjustments.
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