Multiple Auto-Invest Strategies | Voters

Multiple Auto-Invest Strategies

complete

Benjamin Campbell

I’d like to be able to set up multiple auto investment strategies:

Regular small amounts into free brokerage ETF’s for weekly deposits ($200 and less).
Regular deposits for bi-monthly investments into ETF’s with higher brokerage to reduce the % of fees (+$1000).

February 25, 2022

Hayden Smith

marked this post as

complete

This is complete now! You are able to set up multiple automate strategies within our app :)

Hayden Smith

marked this post as

under review

Hayden Smith

Merged in a post:

Multiple “Buy the Dips”

Shelley

Have the opportunity to have multiple “buy the dip” options. Current limit is one, we should be able to select multiple shares either in the same automation or via multiple seperate automations

July 12, 2023

Hayden Smith

Merged in a post:

AutoInvests can have two different investment strategies

Andrew

Currently, when you create another recurring auto invest it will link with another recurring auto-invest. What if you were able to have two separate recurring auto invests each with different investment strategies: for example one is a safe recurring auto-invest with mainly defensive investments and the other will have the opposite investment strategy (risky).

July 11, 2023

Christie

I'd love this too, and to be able to set up multiple 'target portfolios' - e.g. one for my core ETF's and one for my satellite shares/etf's, each with their own auto invest happening independently