Custom Basket
Backtest volatility
About this strategy
A customizable template that holds a basket of US stocks and ETFs you choose at the weights you set, buys the whole basket when you add money, and rebalances on your schedule.
Default parameters
Customize these when you set up your own copy of this agent.
How it works
- Agent triggers
Triggered daily at a specified time to check for contributions or needed rebalances. This happens every day at 10:15 AM Eastern time.
- Computes its signals
It monitors the selected stocks and ETFs against the chosen weights. If any holding drifts further from its target than your drift band allows, it takes action immediately.
- Sets the target portfolio
The agent creates a target portfolio using the selected symbols and weights, with up to 10 holdings. It rebalances back to these targets at your chosen cadence or when drift exceeds your limit.
- Executes orders
Your account trades toward that target, sells before buys, inside the platform's risk rails: stop-loss and daily loss limits you control.
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Answers describe the strategy’s rules, not investment advice.
* Backtest figures are simulated based on historical market data. Past performance is not indicative of future results.