Build systematic ETF investment automation with rule-based rebalancing, sector rotation and risk management across multiple brokers including Alpaca, Trading212 and WeBull.
410k+
investors using automation
1.2M+
portfolio rebalances executed
15+
Stock Brokers Supported
Instead of tracking allocation drift manually, ETF investment automation executes rebalancing rules without constant monitoring. Set allocation targets across sector ETFs, international funds and bond ETFs while the system maintains your desired weightings through systematic buys and sells.
The platform lets you create dynamic allocation rules that respond to volatility regimes and market cycles. When VIX spikes above 25, automatically increase bond ETF allocation by 10 percent. During low volatility periods, tilt toward growth ETFs while maintaining core positions in broad market funds.
Rather than guessing sector timing, build rules that rotate between technology, healthcare and energy ETFs based on relative strength indicators. The system tracks momentum across sector funds and adjusts allocations when trends shift, removing emotion from tactical decisions.
Templates for Common ETF Strategies
Choose from pre-built templates covering core-satellite strategies, risk parity allocation and dividend growth approaches. Each template includes suggested ETF tickers, rebalancing frequencies and risk controls tailored for long-term wealth building through systematic investing.
Risk Management Built Into Every Rule
Every automation includes position sizing limits, maximum allocation constraints and drawdown protection. Set rules to reduce equity ETF exposure if portfolio drops 8 percent in 30 days while maintaining minimum cash reserves.
Portfolio Rebalance
Maintains target allocations across ETF holdings by selling overweight positions and buying underweight assets. Rebalances monthly or when any ETF deviates 5% from target weight.
Sector Momentum Switcher
Rotates between sector ETFs based on 3-month relative strength rankings. Allocates to top 3 performing sectors while avoiding bottom quartile performers. Updates monthly.
Risk Parity Allocator
Allocates capital based on risk contribution rather than market cap weighting. Increases bond ETF allocation during high volatility periods and reduces during calm markets.
Volatility Regime Switcher
Adjusts portfolio composition based on VIX levels and realized volatility. Shifts to defensive ETFs when volatility exceeds historical 80th percentile for 5 consecutive days.
Dividend ETF Seasonality
Increases allocation to dividend-focused ETFs during traditional dividend payment seasons. Captures seasonal patterns in dividend aristocrat and high-yield ETF performance.
Portfolio Rebalance
Maintains target allocations across ETF holdings by selling overweight positions and buying underweight assets. Rebalances monthly or when any ETF deviates 5% from target weight.
Sector Momentum Switcher
Rotates between sector ETFs based on 3-month relative strength rankings. Allocates to top 3 performing sectors while avoiding bottom quartile performers. Updates monthly.
Risk Parity Allocator
Allocates capital based on risk contribution rather than market cap weighting. Increases bond ETF allocation during high volatility periods and reduces during calm markets.
Volatility Regime Switcher
Adjusts portfolio composition based on VIX levels and realized volatility. Shifts to defensive ETFs when volatility exceeds historical 80th percentile for 5 consecutive days.
Dividend ETF Seasonality
Increases allocation to dividend-focused ETFs during traditional dividend payment seasons. Captures seasonal patterns in dividend aristocrat and high-yield ETF performance.
Low Vol Defensive Rotation
Switches to minimum volatility and defensive sector ETFs when market stress indicators trigger. Uses credit spreads and term structure signals for regime detection.
High Beta Risk-On Basket
Allocates to high-beta growth ETFs during risk-on environments identified by currency carry trade performance and credit market conditions. Reduces exposure during risk-off periods.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize expected volatility using historical correlation matrices. Rebalances when risk characteristics drift from target parameters.
Sharpe Targeting Rebalance
Adjusts ETF allocations to maximize risk-adjusted returns based on rolling Sharpe ratio calculations. Increases allocation to funds showing improving risk-return profiles.
Tax-Loss Harvest Rebalance
Systematically realizes losses in taxable accounts while maintaining target allocations through similar ETF substitutions. Avoids wash sale rules through careful timing.
Connect multiple brokerage accounts to optimize execution across different platforms. Route large rebalancing orders to brokers with better liquidity for specific ETFs while maintaining smaller positions where you get commission-free trading.
Built-in tax optimization considers holding periods, realized gains and loss harvesting opportunities when executing rebalances. The platform prioritizes tax-advantaged accounts for high-turnover strategies while using taxable accounts for buy-and-hold core positions. Wash sale rules are automatically respected.
Systematic rules help manage currency exposure and geographic diversification across developed and emerging market ETFs. Set allocation bands for international exposure and let automation maintain target weightings as relative valuations shift between regions.
Create systematic bond exposure using duration-targeted ETFs instead of individual bonds. Rules can build ladders by rotating between short, intermediate and long-term bond ETFs based on yield curve positioning and interest rate expectations.
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Build systematic core-satellite approaches where 70-80 percent stays in broad market ETFs while satellite positions rotate based on momentum, value or quality factors. Rules maintain the core allocation while tactical satellites adjust to market conditions without overwhelming the base portfolio.
Systematic rotation between value, growth, momentum and quality factor ETFs based on relative performance and valuation metrics. The system tracks factor premiums and adjusts allocations when historical relationships suggest mean reversion or trend continuation opportunities.
Maintain consistent portfolio volatility by adjusting equity-bond allocation based on realized and implied volatility measures. When market volatility increases, rules automatically reduce equity ETF exposure and increase bond allocation to keep total portfolio risk stable.
Include environmental, social and governance ETFs within systematic allocation frameworks. Rules can maintain minimum ESG exposure while allowing tactical overweights to clean energy, water or sustainable agriculture themes based on momentum indicators.
Coordinate different rebalancing frequencies across asset classes - monthly for tactical positions, quarterly for strategic allocations and annually for long-term targets. The system prevents conflicting trades and optimizes execution timing across multiple rule sets.
Detailed analytics show how each automation rule contributes to overall portfolio performance. Track rebalancing alpha, sector rotation effectiveness and risk-adjusted returns compared to passive benchmarks. Historical backtesting helps refine rule parameters before live implementation.
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