Build systematic ETF strategy automation with rule-based rebalancing, allocation triggers, and risk controls across multiple brokers for consistent execution.
410k+
investors using automated strategies
2.1M+
portfolio rebalancing events executed
12+
Stock Brokers Connected
Instead of manually tracking portfolio drift, ETF strategy automation transforms periodic maintenance into systematic rule-based execution across brokers like Alpaca, Trading212, and Charles Schwab. Set allocation targets and let the system rebalance when thresholds are breached or on scheduled intervals.
The platform handles complex allocation logic through simple if-then rules that trigger rebalancing when portfolio drift exceeds your tolerance. You might set a rule that rebalances when any allocation moves 5% from target or schedule monthly rebalancing regardless of drift.
Manage diversified portfolios with automated coordination across asset classes and geographic regions. The system can increase defensive allocations when volatility spikes above 25 VIX while reducing growth exposure systematically.
Templates for systematic investing
Choose from tested allocation templates including 60/40 stock-bond rebalancing, core-satellite rotation, and sector momentum switching strategies. Each template includes risk parameters and rebalancing triggers optimized for systematic investing characteristics.
Execution engine for strategies
Coinrule executes trades through your connected brokerage accounts with built-in safeguards for market hours, liquidity checks, and position sizing limits to ensure reliable systematic execution.
Portfolio Rebalance
Maintains target allocations by rebalancing when any position drifts beyond threshold. Executes quarterly or drift-triggered rebalancing with transaction cost optimization.
Risk Parity Allocator
Allocates positions based on risk contribution rather than market cap weighting. Adjusts allocations when volatility regimes change to maintain equal risk contribution.
Sector Momentum Switcher
Rotates between sector funds based on relative strength momentum signals. Increases allocation to outperforming sectors while reducing exposure to lagging sectors systematically.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall portfolio volatility. Rebalances monthly to maintain minimum variance allocation across selected fund universe.
Volatility Regime Switcher
Shifts allocation between growth and defensive positioning based on VIX levels. Increases bond allocation when volatility exceeds threshold levels.
Portfolio Rebalance
Maintains target allocations by rebalancing when any position drifts beyond threshold. Executes quarterly or drift-triggered rebalancing with transaction cost optimization.
Risk Parity Allocator
Allocates positions based on risk contribution rather than market cap weighting. Adjusts allocations when volatility regimes change to maintain equal risk contribution.
Sector Momentum Switcher
Rotates between sector funds based on relative strength momentum signals. Increases allocation to outperforming sectors while reducing exposure to lagging sectors systematically.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall portfolio volatility. Rebalances monthly to maintain minimum variance allocation across selected fund universe.
Volatility Regime Switcher
Shifts allocation between growth and defensive positioning based on VIX levels. Increases bond allocation when volatility exceeds threshold levels.
High Beta Risk-On Basket
Concentrates allocation in high-beta funds during risk-on market conditions. Monitors market sentiment indicators to trigger risk-on concentration.
Low Vol Defensive Rotation
Rotates into low volatility and defensive funds during market stress periods. Uses multiple market stress indicators to trigger defensive positioning.
Sharpe Targeting Rebalance
Rebalances portfolio to maximize risk-adjusted returns based on Sharpe ratio optimization. Adjusts allocations monthly using rolling return and volatility data.
Dividend Fund Seasonality
Increases dividend fund allocation during historically strong dividend seasons. Rotates between dividend growth and high yield funds based on market cycle timing.
Tax-Loss Harvest Rebalance
Systematically harvests tax losses while maintaining target allocation through similar fund substitution. Optimizes after-tax returns through strategic loss realization.
Automated execution removes the behavioral biases that derail systematic investing. Instead of delaying rebalancing during market stress, the system maintains discipline by executing predetermined rules. You avoid abandoning systematic approaches during volatile periods when discipline matters most.
The platform understands trading characteristics including bid-ask spreads, premium-discount dynamics, and optimal trading windows. Execution algorithms avoid trading during low liquidity periods while monitoring tracking error to ensure efficient implementation of your systematic strategy.
Coordinate strategies across multiple brokerage accounts including Alpaca, WeBull, and Tastytrade for tax optimization and account-specific constraints. The system maintains overall portfolio targets while respecting individual account limitations and tax considerations.
Built-in risk controls monitor portfolio concentration, correlation changes, and drawdown limits across your holdings. Emergency stops can halt all rebalancing if market conditions become extreme while position sizing limits prevent over-concentration in any single fund or sector.
Launch NowFAQ
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Begin with simple allocation rules like monthly rebalancing or drift-based triggers before advancing to complex multi-factor strategies. The template library provides tested starting points that you can customize for your specific fund universe and risk tolerance.
Layer multiple systematic approaches by combining momentum-based sector rotation with volatility-based defensive positioning. Advanced users coordinate tax-loss harvesting with rebalancing to optimize after-tax returns while maintaining systematic allocation discipline.
The platform works alongside existing holdings by gradually implementing systematic rules without disrupting current positions. You can start with partial automation on new contributions before expanding to full portfolio systematic management.
Track how automated execution improves consistency compared to manual rebalancing through detailed performance attribution. The system logs all rebalancing decisions with rationale so you understand exactly how systematic rules impact your portfolio returns.
Multiple safety layers protect against extreme market conditions including maximum position sizes, correlation monitoring, and emergency stops. The system can pause all automation if market volatility exceeds predetermined thresholds while maintaining existing positions.
As your confidence grows, expand from simple rebalancing to sophisticated multi-strategy approaches combining momentum, mean reversion, and risk management techniques. The platform scales from basic automation to institutional-quality systematic management.
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