Custom basket builder
How to build a basket with your own asset selection, weights, and rebalance schedule.
The custom basket builder lets you select up to 20 assets, assign percentage weights that must sum to 100%, and choose a daily, weekly, or monthly rebalance frequency. On each tick the basket buys every asset proportional to its weight using the capital you set at launch.
How do I build a custom basket?
- Go to Baskets → Create custom basket.
- Search for and add assets. Up to 20 assets per basket (same limit for all plans).
- Assign weights. Weights must sum to 100%. You can use equal weight (auto-distributed) or set custom percentages.
- Choose a rebalance frequency: daily, weekly, or monthly.
- Review and launch.
How do weights work?
All asset weights must sum to 100%. The builder enforces this before allowing launch.
Equal weight is the simplest option — the builder divides 100% evenly across all selected assets.
What rebalance frequencies are available?
The basket fires buy orders on this schedule:
- Daily — once per day
- Weekly — once per week
- Monthly — once per month
The exact timing (time of day, day of week, day of month) is set by the engine based on when the basket was launched.
Rebalancing means buying more of each asset proportional to its weight — the basket does not sell to rebalance. See What are baskets?.
How is capital allocated?
At launch, you specify how much capital to allocate per rebalance tick. This is the total amount bought across all assets on each tick (split by weight).
How do I edit a custom basket?
Editing a live basket requires stopping it and re-launching with the new configuration.