Transform your ETF portfolio with intelligent automation. Execute systematic investment strategies across brokers like Charles Schwab, Trading212 and E*TRADE with rule-based precision.
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Smart ETF investing transforms how you build diversified portfolios through rule-based automation across brokers like Charles Schwab, E*TRADE and Trading212. Set conditions for sector rotation, rebalancing triggers and risk management while the system executes trades with mathematical precision. Your funds stay secure with brokers while automated rules maintain target allocations without emotional interference.
The platform enables sophisticated strategies including momentum-based sector switching and volatility-adjusted position sizing. You can automate rebalancing when allocations drift beyond thresholds or trigger defensive positioning during market stress. Rules execute across multiple ETF categories simultaneously maintaining portfolio coherence.
Connect Trading212, WeBull, Alpaca and other brokers to execute coordinated strategies across accounts. The system tracks total exposure preventing over-concentration while optimizing execution timing. Tax-loss harvesting rules can automatically swap similar ETFs to maintain exposure while capturing losses.
ETF strategy templates ready to deploy
Choose from momentum rotation strategies that shift between growth and value ETFs based on relative strength indicators. Defensive allocation rules automatically increase bond ETF exposure when volatility exceeds historical norms. Sector rotation templates move capital toward outperforming industries while reducing laggard exposure.
Risk controls for ETF portfolios
Set maximum allocation limits per sector, geographic region or asset class with automatic rebalancing when thresholds are breached. Correlation monitoring prevents over-concentration in similar holdings across different ETF categories.
Portfolio Rebalance
Automatically rebalances ETF allocations when they drift beyond target percentages. Sells overweight positions and buys underweight holdings to maintain strategic asset allocation.
Sector Momentum Switcher
Rotates between sector ETFs based on relative strength momentum. Buys outperforming sectors while reducing exposure to underperforming areas using 20-day momentum rankings.
Low Vol Defensive Rotation
Shifts to low volatility ETFs when market stress indicators exceed thresholds. Automatically moves from growth to defensive positioning during turbulent periods.
Risk Parity Allocator
Allocates capital based on risk contribution rather than dollar amounts. Adjusts position sizes so each ETF contributes equally to overall portfolio volatility.
Volatility Targeted Trend
Adjusts ETF position sizes based on volatility targeting. Increases exposure during low volatility periods and reduces during high volatility to maintain consistent risk levels.
Portfolio Rebalance
Automatically rebalances ETF allocations when they drift beyond target percentages. Sells overweight positions and buys underweight holdings to maintain strategic asset allocation.
Sector Momentum Switcher
Rotates between sector ETFs based on relative strength momentum. Buys outperforming sectors while reducing exposure to underperforming areas using 20-day momentum rankings.
Low Vol Defensive Rotation
Shifts to low volatility ETFs when market stress indicators exceed thresholds. Automatically moves from growth to defensive positioning during turbulent periods.
Risk Parity Allocator
Allocates capital based on risk contribution rather than dollar amounts. Adjusts position sizes so each ETF contributes equally to overall portfolio volatility.
Volatility Targeted Trend
Adjusts ETF position sizes based on volatility targeting. Increases exposure during low volatility periods and reduces during high volatility to maintain consistent risk levels.
Minimum Variance Rebalance
Optimizes ETF weights to minimize portfolio variance while maintaining diversification. Rebalances monthly based on correlation and volatility changes between holdings.
Dividend ETF Seasonality
Increases dividend ETF allocation during high dividend payout seasons. Captures seasonal dividend patterns while maintaining core equity exposure throughout the year.
High Beta Risk-On Basket
Increases high beta ETF exposure during risk-on market environments. Uses market breadth and momentum indicators to time aggressive growth positioning.
Tax-Loss Harvest Rebalance
Automatically harvests tax losses by swapping similar ETFs while maintaining market exposure. Optimizes after-tax returns through systematic loss realization.
Bond-Equity Rotation Filter
Rotates between equity and bond ETFs based on yield curve and economic indicators. Increases bond allocation during recession signals and equity during expansion phases.
The system screens thousands of ETFs based on expense ratios, liquidity metrics and tracking error to identify optimal holdings for each strategy. Automated screening eliminates high-cost or illiquid options while ensuring broad diversification. You can set criteria for minimum assets under management, maximum expense ratios and preferred fund families. The platform updates screening results as new ETFs launch or existing ones change characteristics.
Smart ETF investing includes tax-aware rebalancing that prioritizes tax-advantaged accounts for high-turnover strategies while using taxable accounts for buy-and-hold positions. The system considers wash sale rules when harvesting losses and coordinates rebalancing across multiple account types. Fractional share support enables precise allocation targeting without cash drag from unallocated funds.
Monitor performance attribution across asset classes, geographic regions and investment styles with detailed analytics. The platform tracks how much return comes from asset allocation versus security selection decisions. Risk metrics include maximum drawdown, Sharpe ratio and correlation analysis between different holdings. Performance reports help optimize strategy parameters over time.
Connect automation with broader financial planning by setting target allocation ranges based on age, risk tolerance and investment timeline. The system can automatically adjust equity-to-bond ratios as you approach retirement or major financial goals. Goal-based investing features allocate different strategies to specific objectives like retirement, education or major purchases.
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The platform continuously monitors expense ratios across your holdings and suggests lower-cost alternatives when available. Automated screening identifies when new low-cost options launch that could replace existing higher-fee holdings. You can set maximum expense ratio thresholds that trigger automatic replacement recommendations. This ongoing optimization can save significant fees over long investment periods.
Coordinate strategies across multiple accounts including 401k, IRA, and taxable accounts for optimal asset location. The system places tax-inefficient holdings in tax-advantaged accounts while keeping tax-efficient ones in taxable accounts. Cross-account rebalancing maintains target allocations while minimizing tax impact and maximizing after-tax returns.
Connect allocation decisions to economic indicators like yield curve inversion, unemployment rates, and inflation data. The system can automatically shift from growth to value during economic transitions or increase international exposure based on relative economic strength. Macro-driven allocation adjustments help position portfolios for changing economic environments.
Monitor liquidity metrics and tracking error to ensure efficient execution and accurate index replication. The system alerts you when premiums or discounts exceed normal ranges or when tracking error increases significantly. Automated screening helps avoid options with liquidity issues that could impact execution quality during rebalancing.
Build custom screening rules based on assets under management, average daily volume, geographic focus, and investment methodology. The platform can automatically exclude options that use derivatives, focus on specific ESG criteria, or maintain certain sector concentrations. Screening automation ensures your selection stays aligned with investment preferences as markets evolve.
Begin by connecting your brokerage account and defining your target asset allocation across different categories. Choose from pre-built strategy templates or customize rules based on your specific investment objectives and risk tolerance. Set rebalancing thresholds, risk controls, and any tax optimization preferences before activating your automated management system.
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