If you have more than one asset in your Automate portfolio, the investment strategy you choose will determine which asset/s receives an investment and will also affect the brokerage fees incurred. The four options are listed below:

Invest in one asset at a time - One brokerage fee

🔄 Rotate

Autoinvest will rotate through your selected shares or ETFs and make ONE investment every round.

🎯 Automatic Rebalancing

Autoinvest will use your targets to calculate which share or ETF is furthest away to make ONE investment (no selling) every round.

Invest in one or more each time - Multiple brokerage fees

🎨 Pre-allocate

Tell Autoinvest how much you would like to invest into each share or ETF every round.

🎯 Automatic Rebalancing

Autoinvest will use your targets to calculate and make multiple investments (no selling) every round

Please send us a live chat message or email us at help@pearler.com if you have more questions :)