Build systematic ETF strategies without monthly fees. Automate rebalancing, DCA and tactical allocation across multiple brokers with rule-based execution and risk controls.
410k+
users automating portfolios
2.1M+
ETF trades executed
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Brokers Connected
Start with free ETF automation that handles systematic rebalancing across your favorite brokers. Connect Alpaca, Trading212, Charles Schwab and others to automate DCA into SPY, QQQ or sector rotation strategies. The platform executes rules consistently while you maintain full custody through API connections.
Set percentage targets for your allocations and let automation handle the math. When your 60/40 SPY/TLT portfolio drifts to 65/35, the system automatically sells high and buys low to restore balance. Monthly, quarterly or threshold-based rebalancing keeps your strategy on track.
Dollar-cost averaging becomes effortless with scheduled purchases across multiple ETFs. Split your monthly investment between growth, value and international funds while the engine handles timing and execution across different brokers.
Templates for common ETF strategies
Browse pre-built templates for three-fund portfolios, sector rotation and defensive positioning. Each template includes suggested allocations and rebalancing triggers that you can customize for your risk tolerance and time horizon.
Rules engine powers ETF decisions
Every automation rule runs on the same engine that processes complex multi-leg strategies. Your simple DCA bot gets the same reliability and execution quality as advanced quantitative models.
Portfolio Rebalance
Maintains target allocations across multiple ETFs by selling overweight positions and buying underweight ones. Triggers on percentage drift or time intervals. Ideal for passive portfolio management.
ETF Pair Mean Reversion
Trades the spread between correlated ETFs when price ratios deviate from historical norms. Buys underperforming ETF and sells outperforming one. Profits from convergence back to mean.
DCA Accumulator
Systematically purchases ETF shares at regular intervals regardless of price. Splits larger amounts into smaller buys to reduce timing risk. Perfect for long-term wealth building strategies.
Sector Momentum Switcher
Rotates between sector ETFs based on relative strength indicators. Moves capital from lagging sectors to leading ones using momentum signals. Captures sector rotation trends effectively.
Low Vol Defensive Rotation
Shifts allocation toward low-volatility ETFs during market stress periods. Uses VIX levels and drawdown metrics to trigger defensive positioning. Returns to growth ETFs when volatility normalizes.
Portfolio Rebalance
Maintains target allocations across multiple ETFs by selling overweight positions and buying underweight ones. Triggers on percentage drift or time intervals. Ideal for passive portfolio management.
ETF Pair Mean Reversion
Trades the spread between correlated ETFs when price ratios deviate from historical norms. Buys underperforming ETF and sells outperforming one. Profits from convergence back to mean.
DCA Accumulator
Systematically purchases ETF shares at regular intervals regardless of price. Splits larger amounts into smaller buys to reduce timing risk. Perfect for long-term wealth building strategies.
Sector Momentum Switcher
Rotates between sector ETFs based on relative strength indicators. Moves capital from lagging sectors to leading ones using momentum signals. Captures sector rotation trends effectively.
Low Vol Defensive Rotation
Shifts allocation toward low-volatility ETFs during market stress periods. Uses VIX levels and drawdown metrics to trigger defensive positioning. Returns to growth ETFs when volatility normalizes.
Volatility Targeted Trend
Adjusts position sizes based on ETF volatility levels to maintain consistent risk exposure. Reduces size during high volatility periods and increases during calm markets. Risk-adjusted trend following.
Risk Parity Allocator
Allocates capital based on risk contribution rather than dollar amounts. Balances volatility across different ETF holdings to achieve equal risk weighting. Advanced portfolio construction approach.
Minimum Variance Rebalance
Optimizes ETF weights to minimize overall portfolio volatility using correlation matrices. Rebalances when risk metrics drift from targets. Focuses on risk reduction over returns.
Dividend ETF Seasonality
Increases allocation to dividend ETFs before ex-dividend dates and reduces afterward. Captures dividend payments while avoiding post-dividend price drops. Seasonal income optimization strategy.
Tax-Loss Harvest Rebalance
Automatically harvests tax losses by selling losing ETF positions and buying similar but not identical funds. Maintains market exposure while generating tax benefits. Year-end tax optimization.
Link Trading212, WeBull, Charles Schwab or Robinhood through secure API connections that never touch your funds. The automation reads your positions and executes trades while your assets stay protected in your brokerage account. No need to transfer money or change your current setup.
Set maximum position sizes, daily trade limits and drawdown stops to protect your portfolio from unexpected moves. Emergency pause buttons halt all automation instantly while detailed logs show every decision the system made. You stay in control even when rules run automatically.
Begin with basic DCA into broad market ETFs then graduate to multi-factor models and tactical allocation strategies. The same interface handles both simple monthly investments and sophisticated risk parity approaches. Your automation grows with your knowledge and confidence.
Receive push notifications when rebalancing triggers fire or when your portfolio drifts beyond target ranges. Check performance metrics and adjust rules from your phone while the desktop interface provides detailed analytics and backtesting tools.
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Choose from three-fund portfolios, target-date replication and factor-based strategies that match your risk tolerance. Conservative templates focus on broad diversification while aggressive options include sector rotation and momentum overlays. Each template includes suggested starting allocations.
Test your rules against years of market data to see how they would have performed during different economic cycles. Compare your custom strategy against buy-and-hold benchmarks and adjust parameters based on historical results before going live.
Start with monthly DCA into SPY and VTI then add international exposure and bond allocation as you learn. Advanced users can implement factor tilts, volatility targeting and multi-asset momentum strategies using the same rule builder interface.
Dashboard views show current allocations, drift from targets and recent rebalancing activity across all connected accounts. Set alerts for large portfolio moves or when the system pauses due to risk limits being reached.
Browse popular strategies shared by other users and adapt them to your portfolio. See which rebalancing frequencies and allocation models work best for different market conditions and investment timeframes.
Connect your brokerage account, choose a starter template and customize the rules to match your goals. The platform handles execution while you focus on long-term planning and strategy refinement. Professional-grade portfolio management becomes accessible to individual investors.
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