Automatic Investment Strategy

Filter Auto-Invest Criteria

Filter by Asset Type

100%

Choose what % of your amount to auto-invest. The rest can be invested manually from the Dashboard.

Filter by Valuation

Filter by Category

Filter by Risk Level

Configure Your Strategy

$
80%

Divest (Auto-Sell) Strategy

Defaults to the same period as your investment frequency if not set.
Select which asset classes to include in auto-divestment.
Only applies to Stocks, ETFs, Indexes, and Cryptos if AI confidence of overvaluation is above this score. Not applied to Tokens.
Tokens are not included in Minimum AI Confidence Score. You can manage them manually.
Maximum amount to auto-sell per period.
This only saves your divestment preferences. Auto-divest will run at the next scheduled period.