Agent
Portfolio Rebalance
Daily at 3:55 PM ET on trading days, checks if the Brokerage (****) portfolio has drifted more than 8 percentage points from its 60% stocks / 30% crypto / 10% cash target, and if so, buys or sells SPY and BTC via limit orders to rebalance, then sends a push notification.
Fund management
Daily Rebalance
1
Trigger At 03:55 PM, Monday through Friday EST
2
Get current buying power
3
Get total account value
4
Get available cash balance
5
Get total equity holdings value
6
Get total crypto holdings value
7
Stock as percentage of total account value
8
Crypto as percentage of total account value
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Cash as percentage of total account value
10
Absolute difference between stock allocation and 60% target
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Absolute difference between crypto allocation and 30% target
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If stock or crypto allocation drifts more than 8 percentage points
Target stock value at 60% allocation
Target crypto value at 30% allocation
Dollar amount to rebalance stocks to target
Dollar amount to rebalance crypto to target
If stock drift exceeds 8 percentage points
If rebalance requires selling stocks
Rounded dollar amount to sell stocks
Get SPY price for sell calculation
Calculate SPY shares to sell
Find SPY holdings in portfolio
If SPY exists and sell qty is positive
Sell SPY shares at natural price
Else
Rounded dollar amount to buy stocks
Get SPY price for buy calculation
Calculate SPY shares to buy
If SPY buy quantity is positive
Buy SPY shares at natural price
If crypto drift exceeds 8 percentage points
If rebalance requires selling crypto
Rounded dollar amount to sell crypto
Find BTC holdings in portfolio
If BTC position exists
Sell BTC at natural price
Else
Rounded dollar amount to buy crypto
Buy BTC at natural price
Send rebalance summary to push notification
Agents
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