Configure your investment strategy: recurring investments, benchmarks, and automated rules
The power of dollar-cost averaging (DCA) lies in automation. By setting up recurring investments and reactive rules, you remove emotion from investing and maintain discipline through market cycles. Define your strategy once, then let it execute automatically.
Set up automatic periodic purchases (DCA)
Recurring investments allow you to automatically invest a fixed dollar amount on a regular schedule. This is also known as dollar-cost averaging (DCA).
DCA rules are currently stored and configured, but automated execution is not yet implemented. This feature will automatically purchase shares based on your configured schedule and momentum conditions.
Choose indexes to compare your portfolio performance against
"There's no point in looking at a stock performance without the benchmark ETF"
Your default benchmark is used by the Benchmark view to compare each holding against the ETF over your selected period.
Create condition-based automatic purchases
Reactive rules allow you to automatically buy (or sell) when certain market conditions are met. This helps you take advantage of opportunities without constant monitoring.
Rule Preview: Buy $20 worth of SPY when price drops by 5%, maximum once per day
Note: This is a demo form. Reactive rules functionality will be implemented in Phase 1.5.
✅ Fund Account - Deposit or withdraw cash from your portfolio
✅ Recurring Investments (DCA) - Create and manage automated investment rules
✅ Default Benchmark - Powers the Benchmark view
🚧 Automated Execution - DCA rules are configured but not yet automatically executed
🚧 Reactive Rules - Coming in future updates