Automate ETF investing with systematic rebalancing and DCA strategies. Connect brokers like Alpaca, Trading212 and WeBull for hands-off portfolio management with rule-based execution.
410k+
investors using automation
2.1M+
automated rebalances executed
12+
Stock Brokers Connected
ETF automation removes emotion from portfolio management by executing predefined rules across brokers like Alpaca, Trading212 and Charles Schwab. Set rebalancing triggers based on allocation drift or time intervals while DCA strategies split larger investments into smaller systematic purchases. Your funds stay with your broker while the platform connects via secure API keys to orchestrate trades.
The system monitors your ETF allocations and triggers rebalances when drift exceeds your thresholds. If your 60/40 stock-bond split moves to 65/35 due to market movements, automated rules can sell equity ETFs and buy bond ETFs to restore balance. You control the sensitivity and frequency.
Dollar-cost averaging rules split monthly investments into weekly or daily purchases reducing timing risk. A $2000 monthly allocation to VTI might execute as eight $250 purchases spread across the month. This approach smooths entry prices during volatile periods.
Portfolio drift monitoring
You define percentage thresholds that trigger rebalancing actions. When any ETF allocation drifts 5% from target, the system can automatically execute trades to restore balance. Minimum trade sizes prevent excessive small transactions while maximum frequencies avoid overtrading.
Multi-broker orchestration
Rules execute across connected brokers simultaneously allowing you to maintain consistent strategies whether funds are at WeBull, Public or Tastytrade. The unified dashboard shows combined positions and performance.
Portfolio Rebalance
Monitors allocation drift and rebalances when any ETF exceeds target by 5%. Sells overweight positions and buys underweight ones quarterly. Maintains disciplined asset allocation automatically.
DCA Accumulator
Splits monthly investments into weekly purchases across target ETFs. Reduces timing risk by spreading entries over time. Adjusts purchase amounts based on allocation targets and current drift.
Volatility Regime Switcher
Shifts between growth and defensive ETFs based on VIX levels. Increases bond allocation when volatility exceeds 25 and rotates back to equities when markets calm. Systematic risk management approach.
Sector Momentum Switcher
Rotates between sector ETFs based on relative strength indicators. Buys strongest performing sectors and exits weakest ones monthly. Captures sector rotation trends systematically without emotion.
Risk Parity Allocator
Allocates capital based on risk contribution rather than dollar amounts. Adjusts ETF weights using volatility measures to equalize risk across positions. Rebalances when risk contributions drift significantly.
Portfolio Rebalance
Monitors allocation drift and rebalances when any ETF exceeds target by 5%. Sells overweight positions and buys underweight ones quarterly. Maintains disciplined asset allocation automatically.
DCA Accumulator
Splits monthly investments into weekly purchases across target ETFs. Reduces timing risk by spreading entries over time. Adjusts purchase amounts based on allocation targets and current drift.
Volatility Regime Switcher
Shifts between growth and defensive ETFs based on VIX levels. Increases bond allocation when volatility exceeds 25 and rotates back to equities when markets calm. Systematic risk management approach.
Sector Momentum Switcher
Rotates between sector ETFs based on relative strength indicators. Buys strongest performing sectors and exits weakest ones monthly. Captures sector rotation trends systematically without emotion.
Risk Parity Allocator
Allocates capital based on risk contribution rather than dollar amounts. Adjusts ETF weights using volatility measures to equalize risk across positions. Rebalances when risk contributions drift significantly.
Dividend ETF Seasonality
Increases dividend ETF allocation before ex-dividend dates and reduces after payment. Captures dividend income while managing price volatility around distribution dates. Seasonal timing approach.
Low Vol Defensive Rotation
Switches to low volatility ETFs when market stress indicators rise. Monitors correlation breakdowns and defensive rotation signals. Returns to growth positions when conditions normalize systematically.
High Beta Risk-On Basket
Increases high-beta ETF exposure during risk-on market regimes. Uses momentum and breadth indicators to identify favorable conditions. Reduces exposure when risk sentiment deteriorates automatically.
Minimum Variance Rebalance
Optimizes ETF weights to minimize portfolio variance using correlation matrices. Rebalances monthly to maintain minimum risk profile. Mathematical approach to risk reduction through diversification.
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. Combines tax efficiency with systematic rebalancing.
The platform includes pre-built templates for popular ETF strategies like three-fund portfolios, target-date replication and factor tilting. Each template defines allocation targets, rebalancing triggers and risk controls. You can customize parameters or use them as starting points for your own rules.
Position sizing limits prevent any single ETF from exceeding maximum allocation percentages. Daily loss limits pause trading if portfolio value drops beyond acceptable thresholds. Maximum trade frequency controls prevent overtrading during volatile periods while minimum trade sizes avoid excessive transaction costs.
Consolidated reporting shows performance metrics across all connected accounts. Track allocation drift, rebalancing frequency and cost basis adjustments in one dashboard. Compare actual vs target allocations and monitor rule effectiveness over time.
The system can prioritize tax-advantaged accounts for rebalancing trades and consider tax implications when selecting which lots to sell. Rules can avoid short-term capital gains by preferring long-term holdings for rebalancing transactions where possible.
Try DemoFAQ
Patricia K.
Marcus T.
Elena R.
James W.
Sofia M.
David L.
Start with a simple rebalancing rule for a three-fund portfolio. Define target percentages for stock, bond and international ETFs, then set a 5% drift threshold. When any allocation moves beyond target by 5%, the rule triggers rebalancing trades. This foundational approach teaches you the interface while providing immediate value.
Combine allocation drift with market conditions for smarter rebalancing. Rules can check VIX levels before rebalancing, avoiding trades during extreme volatility. Add time-based conditions to rebalance only during specific market hours or avoid earnings seasons for underlying holdings.
Enhance dollar-cost averaging with momentum filters that adjust purchase timing. Instead of fixed weekly buys, rules can accelerate purchases during market dips or slow them during extended rallies. This systematic approach maintains DCA discipline while adding tactical elements.
Implement systematic defensive strategies that rotate from growth to defensive ETFs during market stress. Monitor correlation breakdowns, volatility spikes and breadth deterioration to trigger rotations. Rules can gradually shift allocations rather than making abrupt changes.
Maintain factor exposures like value, momentum or quality through systematic rebalancing. As factor premiums expand and contract, rules can adjust ETF weights to maintain consistent factor loadings. This approach captures factor returns while managing concentration risk.
Once comfortable with basic rules, expand automation across taxable, IRA and 401k accounts with account-specific strategies. Prioritize tax-efficient rebalancing in taxable accounts while using tax-advantaged accounts for higher-turnover strategies. Coordinate rules across account types for optimal tax management.
Get Started
