Automate portfolio rebalancing with ETF allocation software. Set systematic rules for diversification across brokers like Alpaca, Trading212 and Charles Schwab with real-time monitoring.
410k+
users managing automated portfolios
1.2M+
rebalancing actions executed
15+
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ETF allocation software eliminates guesswork from portfolio management by automating rebalancing across brokers like Alpaca, Trading212 and WeBull. Set target percentages for sectors, regions or asset classes and let the system maintain optimal allocation through systematic buying and selling. Your funds stay with your broker while automated rules ensure disciplined portfolio management without emotional interference.
The platform lets you create dynamic allocation rules that respond to volatility, market cap changes or correlation shifts. Instead of static 60-40 splits, you might increase bond allocation when VIX exceeds 25 or boost international exposure when dollar strength weakens. Rules execute automatically across multiple brokers maintaining your strategic vision.
Ready-made allocation templates cover core-satellite strategies, factor tilting and geographic diversification. Templates include risk parity approaches, momentum-based sector rotation and defensive positioning during market stress. Each template adapts to your account size and risk tolerance.
Risk controls for allocation management
You set maximum allocation limits, correlation thresholds and drawdown triggers that pause rebalancing during extreme market conditions. Position sizing rules prevent over-concentration while cash management ensures sufficient liquidity for rebalancing operations.
Multi-broker allocation coordination
Coinrule coordinates allocation across multiple brokerage accounts treating your entire portfolio as a unified system while maintaining separate custody at each broker through secure API connections.
Portfolio Rebalance
Maintains target allocation percentages by buying underweight positions and selling overweight holdings monthly. Includes drift tolerance bands to minimize transaction costs. Ideal for long-term systematic investing.
Risk Parity Allocator
Allocates based on risk contribution rather than market cap weighting. Adjusts position sizes using volatility measures to equalize risk across holdings. Rebalances when risk contributions exceed target bands.
Minimum Variance Rebalance
Optimizes allocation to minimize portfolio volatility using correlation and variance data. Increases allocation to low-volatility assets during market stress. Updates monthly based on rolling risk metrics.
Sharpe Targeting Rebalance
Adjusts allocation to maximize risk-adjusted returns using historical Sharpe ratios. Overweights assets with improving risk-return profiles. Rebalances quarterly with momentum overlays.
Volatility Targeted Trend
Scales allocation based on realized volatility to maintain consistent portfolio risk. Reduces exposure during high volatility periods and increases during calm markets. Uses 20-day rolling volatility measures.
Portfolio Rebalance
Maintains target allocation percentages by buying underweight positions and selling overweight holdings monthly. Includes drift tolerance bands to minimize transaction costs. Ideal for long-term systematic investing.
Risk Parity Allocator
Allocates based on risk contribution rather than market cap weighting. Adjusts position sizes using volatility measures to equalize risk across holdings. Rebalances when risk contributions exceed target bands.
Minimum Variance Rebalance
Optimizes allocation to minimize portfolio volatility using correlation and variance data. Increases allocation to low-volatility assets during market stress. Updates monthly based on rolling risk metrics.
Sharpe Targeting Rebalance
Adjusts allocation to maximize risk-adjusted returns using historical Sharpe ratios. Overweights assets with improving risk-return profiles. Rebalances quarterly with momentum overlays.
Volatility Targeted Trend
Scales allocation based on realized volatility to maintain consistent portfolio risk. Reduces exposure during high volatility periods and increases during calm markets. Uses 20-day rolling volatility measures.
High Beta Risk-On Basket
Increases allocation to high-beta ETFs during risk-on environments using VIX and credit spread signals. Rotates to defensive assets when risk indicators deteriorate. Momentum-based sector allocation.
Low Vol Defensive Rotation
Shifts allocation to low-volatility and defensive sectors during market downturns. Uses recession indicators and yield curve signals for timing. Emphasizes utilities, consumer staples and quality factors.
Sector Momentum Switcher
Rotates allocation among sector ETFs based on relative strength and momentum signals. Overweights outperforming sectors while reducing lagging allocations. Monthly rebalancing with trend confirmation.
Beta Hedged Momentum
Combines momentum allocation with beta hedging to reduce market exposure. Uses long momentum positions offset by short market beta. Maintains sector allocation while hedging systematic risk.
Volatility Regime Switcher
Adjusts allocation based on volatility regime detection using multiple timeframes. Increases equity allocation in low-vol regimes and shifts to bonds during high-vol periods. Uses regime probability models.
Dashboard views show current allocation versus targets across all connected brokers including Alpaca, Charles Schwab and E*TRADE. Real-time drift monitoring alerts you when allocations move beyond tolerance bands. Historical allocation charts track how your portfolio composition evolves over time with performance attribution by allocation decision.
The system prioritizes tax-efficient rebalancing by using new contributions, dividends and tax-loss harvesting opportunities before triggering taxable sales. Rules can defer rebalancing in taxable accounts while maintaining targets in retirement accounts. Integration with tax-loss harvesting maximizes after-tax returns.
Beyond traditional asset class allocation, you can build factor-based portfolios targeting value, momentum, quality or low volatility exposures. The platform supports smart beta ETFs and factor rotation strategies that adapt allocation based on factor performance cycles. Multi-factor models combine exposures systematically.
Allocation rules incorporate correlation analysis to avoid over-concentration in similar assets during market stress. The system monitors rolling correlations and adjusts allocation when diversification benefits deteriorate. Crisis-period correlation models inform defensive allocation adjustments.
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Advanced allocation strategies adapt to changing market conditions using regime detection models. During low-volatility periods, rules can increase equity allocation and reduce defensive positions. When volatility spikes or recession indicators activate, allocation automatically shifts toward bonds and defensive sectors. The system learns from historical regime changes to improve future allocation decisions.
Sustainable investing allocation incorporates ESG scores and thematic exposure targeting clean energy, technology innovation or demographic trends. Rules can maintain ESG allocation targets while optimizing for risk and return. Thematic allocation strategies rotate among growth themes based on performance and valuation metrics.
Sophisticated strategies combine allocation with options overlays for income generation or downside protection. Covered call strategies generate income on equity allocation while protective puts provide portfolio insurance. Options allocation adapts to volatility conditions and portfolio needs.
Portfolio allocation extends beyond traditional stocks and bonds to include REITs, commodities and alternative ETFs. Rules maintain strategic allocation to alternatives while tactical adjustments respond to relative value opportunities. Commodity allocation can hedge inflation risk during specific economic conditions.
Detailed analytics show how allocation decisions contribute to portfolio performance over time. Attribution analysis separates returns from asset allocation, security selection and timing decisions. Historical allocation tracking helps refine future allocation strategies based on what worked in different market environments.
Begin with simple allocation templates and gradually add complexity as you gain experience with automated rebalancing. Start by connecting one broker account and testing allocation rules with small position sizes. The platform guides you through setting up your first allocation strategy with built-in safeguards and monitoring tools.
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