Build systematic ETF portfolios with automated rebalancing and DCA strategies. Execute passive investing rules across multiple brokers with consistent allocation management.
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Instead of manually rebalancing quarterly or chasing market timing, passive ETF automation removes the guesswork from long-term investing by executing your allocation rules consistently across time. You set target percentages and let the system maintain your desired portfolio mix. Rules can trigger monthly DCA purchases, rebalance when allocations drift beyond thresholds, or adjust positions based on market volatility.
The platform monitors your ETF allocations continuously and executes rebalancing trades when your target percentages shift beyond predefined ranges. You might set a rule that rebalances when any ETF exceeds 5% of its target allocation, automatically selling overweight positions and buying underweight ones. This systematic approach maintains your intended risk profile without emotional interference.
Dollar-cost averaging becomes effortless when automated across multiple ETF positions simultaneously. You can schedule $1000 monthly across four ETFs with 40% VTI, 30% VXUS, 20% BND, and 10% VNQ allocations. The system calculates exact purchase amounts and executes trades across Alpaca, Charles Schwab, or Trading212 without manual intervention.
Ready-to-use ETF allocation templates
Choose from conservative, balanced, or aggressive ETF allocation templates that match your investment timeline and risk tolerance. Each template includes specific ETF selections, target percentages, and rebalancing triggers optimized for passive investing approaches.
Multi-broker execution for diversified access
Connect multiple brokerage accounts to spread ETF purchases across platforms and take advantage of commission-free trading at different brokers. Your automation rules can route trades to the most cost-effective platform for each specific ETF.
Portfolio Rebalance
Maintains target ETF allocations by selling overweight positions and buying underweight ones when drift exceeds 5%. Executes quarterly or threshold-based rebalancing automatically.
DCA Accumulator
Splits monthly investment amount across multiple ETFs according to target percentages. Buys fractional shares to maintain precise allocation ratios over time.
Volatility Targeted Trend
Adjusts ETF position sizes based on market volatility levels. Increases defensive ETF allocations when VIX exceeds 25 and restores growth allocations when volatility normalizes.
Risk Parity Allocator
Weights ETF positions based on risk contribution rather than market cap. Rebalances when risk-adjusted allocations drift beyond target ranges for better diversification.
Minimum Variance Rebalance
Optimizes ETF weights to minimize portfolio volatility while maintaining target return expectations. Rebalances monthly based on rolling correlation calculations.
Portfolio Rebalance
Maintains target ETF allocations by selling overweight positions and buying underweight ones when drift exceeds 5%. Executes quarterly or threshold-based rebalancing automatically.
DCA Accumulator
Splits monthly investment amount across multiple ETFs according to target percentages. Buys fractional shares to maintain precise allocation ratios over time.
Volatility Targeted Trend
Adjusts ETF position sizes based on market volatility levels. Increases defensive ETF allocations when VIX exceeds 25 and restores growth allocations when volatility normalizes.
Risk Parity Allocator
Weights ETF positions based on risk contribution rather than market cap. Rebalances when risk-adjusted allocations drift beyond target ranges for better diversification.
Minimum Variance Rebalance
Optimizes ETF weights to minimize portfolio volatility while maintaining target return expectations. Rebalances monthly based on rolling correlation calculations.
Sharpe Targeting Rebalance
Adjusts ETF allocations to maximize risk-adjusted returns. Increases weights of outperforming ETFs while maintaining overall portfolio balance constraints.
Dividend ETF Seasonality
Increases dividend ETF allocations before ex-dividend dates and rebalances afterward. Captures dividend income while maintaining long-term allocation targets.
Tax-Loss Harvest Rebalance
Identifies losing ETF positions for tax-loss harvesting while maintaining portfolio allocation through similar ETF substitutions. Executes before year-end automatically.
Bond-Equity Rotation Filter
Shifts allocation between stock and bond ETFs based on economic indicators. Increases bond allocation during market stress and equity allocation during growth phases.
Month-End Rebalance Effect
Executes rebalancing trades at month-end to capture institutional rebalancing flows. Times ETF purchases and sales around predictable monthly portfolio adjustments.
Every automated strategy includes position sizing limits and maximum allocation constraints to prevent any single ETF from dominating your portfolio. You can set rules that cap individual ETF positions at 40% regardless of performance and require minimum diversification across asset classes. Stop-loss protections can pause DCA purchases if an ETF drops more than 20% in a month, giving you time to reassess fundamentals.
Connect accounts at Alpaca, WeBull, Charles Schwab, E*TRADE, and Trading212 to execute ETF trades where you get the best pricing and access. The system routes each trade to the appropriate broker based on commission structures and ETF availability. Your allocation rules work the same way regardless of which platform holds each position.
Maintain exact target percentages through fractional share purchases that allocate every dollar according to your specified ratios. If you invest $500 monthly with a 60/40 stock/bond split, the system buys exactly $300 of stock ETFs and $200 of bond ETFs regardless of share prices. This precision keeps your portfolio aligned with intended allocations over time.
The platform identifies opportunities to harvest tax losses while maintaining your target allocation through ETF substitutions. When rebalancing triggers a sale of losing positions, the system can automatically purchase similar ETFs to maintain exposure while capturing tax benefits. These swaps happen seamlessly within your broader allocation framework.
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Begin by connecting your brokerage account and selecting a starter template that matches your risk tolerance and investment timeline. Conservative templates emphasize bond ETFs and dividend stocks, while aggressive options focus on growth and international exposure. You can modify any template to match your specific preferences before activating automation.
Start with simple DCA automation and add rebalancing rules as your portfolio reaches meaningful size thresholds. Many users begin with basic monthly investing and graduate to sophisticated tax-loss harvesting and multi-asset allocation strategies. The platform grows with your needs without requiring complete strategy overhauls.
Check monthly reports that show how automation maintained your target allocations and captured rebalancing opportunities you might have missed. The system tracks cost basis, dividend reinvestment, and tax implications while you focus on long-term wealth building rather than daily market movements.
Coordinate automated ETF investing with your 401k contributions and other retirement accounts to maintain consistent allocation across all investment vehicles. The platform can suggest adjustments when your employer plan options change or when you want to optimize asset location for tax efficiency.
Layer sophisticated approaches like factor tilting, momentum overlays, and volatility targeting onto your core allocation. These advanced rules can enhance returns while maintaining the systematic discipline that makes investing effective over decades.
The power of automated ETF investing compounds over years through consistent execution that removes emotional decision-making from your investment process. Your rules execute the same way in bull markets and bear markets, maintaining discipline that manual investors often struggle to achieve. This systematic approach builds wealth through time in market rather than timing the market.
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