Build systematic stock portfolio automation with rule-based rebalancing and allocation strategies. Connect brokers like Alpaca, Trading212 and WeBull for hands-off investing.
410k+
investors using automation
2.1M+
portfolio rebalances executed
15+
Stock Brokers Supported
Stock portfolio automation transforms how you manage long-term investments by executing predefined allocation and rebalancing rules across multiple brokers. Instead of manually adjusting positions quarterly, you set systematic rules that maintain target weightings automatically. Connect accounts at Alpaca, Trading212, Charles Schwab and other brokers while your funds stay in your existing accounts.
The platform executes rebalancing logic based on percentage drift, time intervals or market conditions you specify. When your tech allocation exceeds 35% of total portfolio value, rules can automatically trim positions and reallocate to bonds or value stocks. This systematic approach removes emotional decisions from wealth management.
Rather than managing separate accounts in isolation, you create unified allocation strategies that work across Trading212, WeBull, Tastytrade and other connected brokers. Rules can route new contributions to underweight sectors or execute tax-loss harvesting across multiple accounts simultaneously.
Templates for systematic investing
Choose from templates like 60/40 stock-bond rebalancing, sector rotation based on momentum indicators, or dividend-focused allocation rules. Each template includes predefined triggers for rebalancing frequency and drift thresholds.
Portfolio analytics and tracking
Monitor allocation drift, performance attribution and rebalancing history across all connected accounts through unified dashboards that aggregate data from multiple brokers into single portfolio views.
Portfolio Rebalance
Maintains target allocation percentages by selling overweight positions and buying underweight assets quarterly. Triggers when any asset class drifts more than 5% from target allocation.
DCA Accumulator
Invests fixed dollar amounts monthly into specified ETFs or stocks regardless of price. Automatically allocates new contributions to most underweight positions in portfolio.
Sector Momentum Switcher
Rotates between sector ETFs based on 3-month relative strength rankings. Exits weakest performing sectors and reallocates to strongest momentum sectors monthly.
Tax-Loss Harvest Rebalance
Identifies losing positions for tax-loss harvesting while maintaining target allocation. Sells losers and buys similar assets to avoid wash sale rules during rebalancing.
Risk Parity Allocator
Allocates capital based on risk contribution rather than dollar amounts. Adjusts position sizes using volatility measures to ensure equal risk from each asset class.
Portfolio Rebalance
Maintains target allocation percentages by selling overweight positions and buying underweight assets quarterly. Triggers when any asset class drifts more than 5% from target allocation.
DCA Accumulator
Invests fixed dollar amounts monthly into specified ETFs or stocks regardless of price. Automatically allocates new contributions to most underweight positions in portfolio.
Sector Momentum Switcher
Rotates between sector ETFs based on 3-month relative strength rankings. Exits weakest performing sectors and reallocates to strongest momentum sectors monthly.
Tax-Loss Harvest Rebalance
Identifies losing positions for tax-loss harvesting while maintaining target allocation. Sells losers and buys similar assets to avoid wash sale rules during rebalancing.
Risk Parity Allocator
Allocates capital based on risk contribution rather than dollar amounts. Adjusts position sizes using volatility measures to ensure equal risk from each asset class.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility using correlation and variance data. Rebalances monthly to maintain minimum risk allocation across holdings.
Dividend ETF Seasonality
Increases allocation to dividend-paying ETFs before ex-dividend dates and reduces exposure after distribution. Captures dividend income while managing timing risk.
Volatility Targeted Trend
Adjusts equity allocation based on VIX levels and market volatility. Reduces stock exposure when volatility exceeds historical averages and increases during calm periods.
Bond-Equity Rotation Filter
Shifts allocation between stocks and bonds based on yield curve slope and economic indicators. Favors bonds during recession signals and stocks during expansion phases.
Sharpe Targeting Rebalance
Optimizes portfolio allocation to maximize risk-adjusted returns using Sharpe ratio calculations. Rebalances when current allocation deviates from optimal Sharpe target.
Create rules that maintain precise allocation targets across stocks, bonds, REITs and international assets. When market movements cause your equity allocation to drift from 70% to 75%, automation sells the excess and reallocates to underweight asset classes. This disciplined approach captures rebalancing alpha over time.
Rules can prioritize tax-loss harvesting opportunities while maintaining target allocations across taxable and retirement accounts. The system identifies losing positions for tax benefits while using similar ETFs to maintain market exposure and avoid wash sale violations.
Beyond simple monthly investments, you can create rules that adjust DCA amounts based on market conditions or valuation metrics. Increase contributions when your target stocks trade below historical P/E ratios or reduce new investments during overvalued periods.
Set different rebalancing frequencies for various portfolio components. Core holdings might rebalance quarterly while tactical allocations adjust monthly based on momentum indicators. Emergency rebalancing can trigger during market stress when allocations drift beyond acceptable ranges.
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Built-in safeguards prevent automation from making extreme allocation changes during market volatility. You can set maximum daily trade amounts, require manual approval for large rebalancing trades, or pause automation during earnings seasons or major economic events.
Monitor how systematic rebalancing affects your returns compared to buy-and-hold strategies. The platform tracks rebalancing alpha, transaction costs, and tax efficiency to help you optimize your automated approach over time.
Beyond basic asset class allocation, create rules that maintain exposure to specific sectors, market cap ranges, or investment factors like value and momentum. Rules can rotate between growth and value stocks based on relative performance or economic indicators.
Coordinate allocation strategies across taxable accounts, 401k plans, and IRAs to optimize your overall asset location. Place tax-inefficient investments in retirement accounts while keeping tax-efficient assets in taxable accounts through automated coordination.
Systematic automation removes emotional decision-making from portfolio management. Instead of panic selling during market downturns or chasing performance, your rules maintain disciplined allocation regardless of market sentiment or media headlines.
Begin with simple allocation targets and basic rebalancing rules before adding complexity. Start by automating your core long-term holdings, then gradually add tactical strategies as you become comfortable with systematic portfolio management.
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