Build systematic stock investment automation strategies across multiple brokers. Execute rule-based investing with automated entries, exits, and portfolio rebalancing on Alpaca, Trading212, and more.
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Instead of manual decisions, stock investment automation transforms your investment logic into systematic rules that execute consistently. Set conditions like when AAPL drops 8% in two weeks while RSI stays below 40, then buy $500 worth automatically. Your strategies run across brokers like Trading212, Alpaca, and Charles Schwab while you maintain full control.
The platform executes your predefined investment logic without hesitation or second-guessing. You might configure rules that buy growth stocks during 5% market corrections or rebalance your portfolio monthly to maintain target allocations. The system follows your instructions precisely while you focus on strategy refinement.
Connect multiple brokerage accounts to spread investments across platforms and take advantage of different features. Execute DCA strategies on WeBull while running momentum plays on Tastytrade, all coordinated through a single dashboard that tracks performance across your entire investment ecosystem.
Investment Templates By Strategy Type
Choose from templates designed for different investment approaches including dividend growth, value averaging, and sector rotation. Each template includes risk controls and can be customized for your specific allocation targets and time horizons.
Portfolio Automation With Risk Management
Every automated investment includes built-in safeguards like position sizing limits, maximum drawdown controls, and correlation checks to prevent overconcentration in similar assets or sectors.
DCA Accumulator
Systematically invests fixed amounts at regular intervals regardless of price. Reduces timing risk through consistent buying over time. Ideal for long-term wealth building with blue-chip stocks and ETFs.
Dividend ETF Seasonality
Targets dividend-focused ETFs during specific calendar periods when distributions typically increase. Captures seasonal dividend patterns while maintaining diversified exposure to income-generating assets.
Sector Momentum Switcher
Rotates between sector ETFs based on relative strength indicators and momentum signals. Automatically shifts allocation to outperforming sectors while reducing exposure to lagging areas of the market.
Low Vol Defensive Rotation
Switches to low-volatility stocks and defensive sectors during market stress periods. Uses VIX levels and market correlation to trigger rotation into utilities, consumer staples, and quality dividend payers.
Beta Hedged Momentum
Combines high-momentum stocks with beta hedging to reduce market exposure. Maintains upside participation while limiting downside risk through systematic position sizing based on individual stock betas.
DCA Accumulator
Systematically invests fixed amounts at regular intervals regardless of price. Reduces timing risk through consistent buying over time. Ideal for long-term wealth building with blue-chip stocks and ETFs.
Dividend ETF Seasonality
Targets dividend-focused ETFs during specific calendar periods when distributions typically increase. Captures seasonal dividend patterns while maintaining diversified exposure to income-generating assets.
Sector Momentum Switcher
Rotates between sector ETFs based on relative strength indicators and momentum signals. Automatically shifts allocation to outperforming sectors while reducing exposure to lagging areas of the market.
Low Vol Defensive Rotation
Switches to low-volatility stocks and defensive sectors during market stress periods. Uses VIX levels and market correlation to trigger rotation into utilities, consumer staples, and quality dividend payers.
Beta Hedged Momentum
Combines high-momentum stocks with beta hedging to reduce market exposure. Maintains upside participation while limiting downside risk through systematic position sizing based on individual stock betas.
Risk Parity Allocator
Balances portfolio risk contribution across asset classes rather than dollar amounts. Dynamically adjusts position sizes based on volatility to ensure equal risk contribution from stocks, bonds, and alternatives.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility while maintaining target returns. Rebalances monthly based on correlation matrices and volatility forecasts to achieve efficient risk-adjusted performance.
Tax-Loss Harvest Rebalance
Automatically realizes losses for tax benefits while maintaining portfolio exposure through similar assets. Harvests losses systematically while avoiding wash sale rules through intelligent substitution strategies.
Month-End Rebalance Effect
Captures institutional rebalancing flows that occur at month-end by positioning ahead of predictable buying pressure. Times entries and exits around calendar-driven institutional activity patterns.
Earnings Drift Rider
Captures post-earnings momentum in stocks that beat expectations. Enters positions after positive earnings surprises and rides the drift effect while managing risk through systematic profit-taking rules.
Your rules can span individual stocks, ETFs, sector funds, and international markets depending on your broker's offerings. Set up growth-focused rules for tech stocks while running conservative DCA strategies for dividend ETFs. The platform coordinates timing and allocation across different asset types to maintain your overall investment thesis.
Test your automated investment strategies against historical data before deploying real capital. See how your rules would have performed during different market conditions including the 2020 crash, 2021 growth surge, and 2022 rate hike cycle. Backtesting reveals potential weaknesses and helps optimize entry conditions and position sizing.
Track all automated investments through a unified dashboard showing open positions, pending orders, and performance metrics across connected brokers. Receive alerts when rules execute or when positions hit predefined risk thresholds. Your automation runs continuously while you stay informed of all activity.
Built-in safeguards limit position sizes, prevent excessive concentration, and halt trading during extreme volatility. Set maximum allocation percentages per stock or sector, define correlation limits to avoid clustering, and establish drawdown thresholds that pause new investments when losses exceed comfort levels.
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Set target allocations for different asset classes and let the system maintain those percentages automatically. When growth stocks outperform and exceed your target allocation, the platform sells the excess and buys underweight positions to restore balance. Rebalancing happens monthly, quarterly, or whenever allocations drift beyond your specified thresholds.
Traditional DCA invests the same amount regardless of market conditions, but intelligent automation can adjust based on volatility and valuation metrics. Invest more during market corrections when prices are attractive and less during euphoric periods when valuations stretch. Your DCA strategy becomes more sophisticated while remaining systematic.
Automatically shift investments between sector ETFs based on relative strength and momentum indicators. When technology shows strong momentum, increase allocation to tech-focused funds. When defensive sectors outperform during market stress, the system rotates toward utilities and consumer staples without manual intervention.
For brokers that support options trading, create rules that sell covered calls against your stock positions or cash-secured puts to generate additional income. The system can manage options expiration cycles and roll positions automatically while maintaining your core equity exposure.
Expand beyond domestic markets with automated rules for international ETFs and ADRs. Set up currency-hedged international exposure or create rules that increase emerging market allocation when valuations become attractive relative to developed markets.
Begin by connecting your existing brokerage account and selecting from proven strategy templates. Start with simple DCA rules or rebalancing automation before building more complex strategies. The platform guides you through setup with clear explanations of each rule component and risk control option.
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