Automate recurring ETF buys, rebalancing and risk limits with Coinrule. Connect Alpaca, WeBull, Robinhood, Charles Schwab or Trading212 and stay in control.
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Instead of manually placing the same orders every month, free ETF investing becomes repeatable when Coinrule runs your plan as rules. Set a weekly buy, a rebalance trigger and a drawdown guardrail, then let the system execute through Alpaca, WeBull or Charles Schwab.
Long-term ETF portfolios still benefit from automation. Schedule contributions, spread entries to reduce timing risk and keep allocations close to target. For example, invest $200 every Friday, split 60 percent into an index ETF and 40 percent into a bond ETF, then pause buys if the market drops 8 percent in a week. Execution logs help you review what happened and why.
Start with one recurring rule and add structure over time. Add a monthly rebalance check, or only act when an allocation drifts more than 5 percent from target. You can also set a cash buffer, such as keeping 10 percent uninvested until volatility cools. Small constraints often matter more than perfect entry timing.
ETF Portfolio Templates
Templates help you launch quickly, then adjust schedule, position size and risk limits. Try a monthly rebalance, a weekly DCA, or a defensive switch that reduces equity exposure after a 200-day moving average break. Clone a template and test variations without rewriting anything.
Broker Connected Automation
Connect your broker account and let Coinrule place orders while you keep control of your funds. Run the same logic across multiple accounts, or keep separate rule sets for taxable and retirement portfolios. See /stock-trading-bot for related workflows.
Portfolio Rebalance
Checks allocation drift weekly and rebalances when any ETF deviates by 5 percent. Uses limit orders where available. Pauses rebalancing during high-volatility windows you define.
DCA Accumulator
Buys a fixed dollar amount on a schedule, such as $50 daily or $200 weekly. Adds an optional dip filter like buy only if price is down 2 percent from last week. Keeps execution consistent.
Minimum Variance Rebalance
Targets a lower-vol mix by shifting weight toward the least volatile ETFs over the last 60 days. Rebalances monthly to reduce turnover. Adds a max position cap to control concentration.
Risk Parity Allocator
Adjusts ETF weights so each sleeve contributes similar volatility using a rolling 30-day estimate. Rebalances every two weeks. Adds a risk-off rule if drawdown exceeds 6 percent.
MA Crossover with Volume Filter
Adds exposure when the 50-day MA crosses above the 200-day MA and volume is above its 20-day average. Reduces exposure on the reverse cross. Uses trend confirmation to avoid chop.
Portfolio Rebalance
Checks allocation drift weekly and rebalances when any ETF deviates by 5 percent. Uses limit orders where available. Pauses rebalancing during high-volatility windows you define.
DCA Accumulator
Buys a fixed dollar amount on a schedule, such as $50 daily or $200 weekly. Adds an optional dip filter like buy only if price is down 2 percent from last week. Keeps execution consistent.
Minimum Variance Rebalance
Targets a lower-vol mix by shifting weight toward the least volatile ETFs over the last 60 days. Rebalances monthly to reduce turnover. Adds a max position cap to control concentration.
Risk Parity Allocator
Adjusts ETF weights so each sleeve contributes similar volatility using a rolling 30-day estimate. Rebalances every two weeks. Adds a risk-off rule if drawdown exceeds 6 percent.
MA Crossover with Volume Filter
Adds exposure when the 50-day MA crosses above the 200-day MA and volume is above its 20-day average. Reduces exposure on the reverse cross. Uses trend confirmation to avoid chop.
Stop Loss and Trailing Take Profit
Sets a protective stop, then trails profits once price moves in your favor. Example: stop at 4 percent, trail at 3 percent after a 6 percent gain. Helps manage downside without constant monitoring.
Volatility Regime Switcher
Switches between equity and defensive ETFs based on a volatility proxy threshold. Rechecks daily and trades only when the signal persists for 2 sessions. Adds a cooldown timer to reduce whipsaws.
Sharpe Targeting Rebalance
Scores ETFs by rolling 90-day Sharpe and tilts toward the top-ranked set. Rebalances monthly and limits turnover with a minimum change threshold. Adds a basket drawdown stop.
Bond-Equity Rotation Filter
Rotates between a stock ETF and a bond ETF using relative strength over 20 trading days. Rebalances weekly and holds the stronger asset. Holds cash if both trend down.
Month-End Rebalance Effect
Runs a rebalance check in the last 2 trading days of each month. Tops up underweight positions and trims overweight ones. Uses a plus or minus 3 percent drift band to avoid overtrading.
Unlike spreadsheets and reminders, automation enforces discipline without adding complexity. Keep it simple with one schedule, one drift band and one risk limit. For example, rebalance only when any holding moves 4 percent away from target, and cap any single ETF at 35 percent.
Risk controls include position sizing, max exposure and stop conditions that are easy to audit. A practical setup is to invest $500 per month split into four $125 weekly buys, then halt new buys if the portfolio drops 7 percent from its 30-day high. Another is to rebalance quarterly only if drift exceeds 6 percent to reduce churn.
Coinrule supports stock and ETF automation through brokers such as Tradier, TradeStation, Tastytrade and E*TRADE, depending on your region and account type. Once connected, you can run the same rule set across multiple ETFs and review execution history in one place. You stay in control of your account while the platform handles repetitive steps.
Before going live, test ideas with small sizes and clear limits. Start with one ETF and one rule, then add rebalancing after you trust the execution. Use alerts to review changes rather than reacting to every headline.
Start InvestingFAQ
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Start with one broad ETF and one schedule. Add a risk rule, like pausing new buys after a 5 percent weekly drop. Then add a monthly rebalance check with a small drift band.
Rather than trying to forecast the next move, define actions for common scenarios. If price falls 3 percent in a day, buy a smaller tranche. If drawdown hits 8 percent, stop adding risk and review.
Rebalancing can create unnecessary trades if you do it too often. A drift threshold like 4 to 6 percent reduces noise while keeping allocations aligned. Month-end checks help avoid constant adjustments.
Your broker account remains the source of truth, and you decide what automation can do. Limit order sizes, restrict symbols and keep an emergency stop rule ready. Pause everything in one click if you want to change direction.
Once the first strategy behaves as expected, expand to multiple ETFs and add portfolio-level constraints. Many investors start with two funds, then move to a 3 to 6 ETF mix with caps and periodic rebalances. Clone working rules to keep structure consistent.
Pick a contribution amount you can sustain, choose a simple allocation and automate it with clear limits. Review results monthly, not hourly, and adjust one parameter at a time. When you are ready, launch the same framework across more accounts.
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