Gradual Shift

About this strategy

A customizable template that moves money from one place to another over a set number of weeks on a fixed schedule, from cash into a fund or from one fund into another.

Default parameters

Customize these when you set up your own copy of this agent.

1. Agent triggers

   Triggered daily at 10:05 AM, starting with the next market session after deployment. This schedule remains consistent throughout the duration of the shift.

2. Computes its signals

   It checks the allocation against where the shift should be, trading when the gap is visible. There are no signals based on market conditions or news events.

3. Sets the target portfolio

   The agent builds the target portfolio over the chosen duration, gradually moving from one asset to another based on the selected pacing method. It only trades between the specified origin and destination assets.

4. Executes orders

   Your account trades toward the target, selling before buying, while adhering to platform risk rails: stop-loss and daily loss limits you control.

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