The Allocator

About this strategy

An AI portfolio manager that weekly reviews trend and volatility across seven core ETFs plus macro data and tilts target weights within hard caps.

1. Agent triggers

   The Allocator runs every Monday at 11:00 AM ET, reviewing the portfolio and making adjustments based on recent trends and macro factors. The schedule is fixed, providing a regular cadence for decisions.

2. Computes its signals

   It analyzes data on trailing returns for seven major ETFs and considers key macroeconomic indicators. The model interprets this information to determine the optimal asset allocation, balancing various factors.

3. Sets the target portfolio

   The agent sets target weights for the portfolio based on the analysis, ensuring a diversified mix of assets across the specified ETFs. Hard caps limit exposure to individual asset classes, maintaining a balanced approach.

4. Executes orders

   Your account adjusts toward the proposed target, selling before buying, while adhering to the platform's risk management protocols: stop-loss and daily loss limits you set.

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