Custom basket builder
How to build a basket with your own asset selection, weights, and rebalance schedule.
The builder lets you choose 2–20 assets and their target weights. Creating a basket for immediate use does not require saving a reusable template.
Can I describe a basket in a prompt?
Yes. Describe the assets or exposures in the homepage prompt, New Agent form, or creation chat. For example: “Create a basket with three ETFs covering AI, gold and Bitcoin.” The builder opens with supported matching instruments and an editable allocation; there is no clarification round.
When omitted, weights are equal, rebalancing is weekly, and the initial allocation is $500. Review the displayed assumptions and change any setting before choosing Paper or Live and launching. A Bitcoin fund is distinct from holding Bitcoin directly.
If an instrument cannot be matched, its allocation stays reserved until you choose a replacement. Unsupported instructions and conflicting weights must be reviewed before launch. An incomplete request opens an editable draft rather than inventing assets.
How do I build and launch a custom basket?
- Go to Baskets → Create basket.
- Search for and add assets. Equal weights update automatically as you build.
- Keep the generated name or edit it. To use custom weights, edit a percentage; all weights must be positive and total 100%.
- Choose Continue to launch.
- Choose Paper or Live, compatible account(s), an initial allocation and a rebalance frequency, then launch.
Use per-asset exchange overrides when your basket needs multiple exchanges. Every asset must be available on its selected exchange before launch.
Can I save a basket for later?
Save as template is optional before or after launch. Templates remember the name, optional description, assets, weights, exchange constraints and default rebalance frequency. Amount, account and trading mode are selected for each launch.
An unfinished basket is retained through refresh and account connection in the same tab/session. Save a template to reuse it later.
How do weights and schedules work?
The initial allocation is split by target weights. Later checks may sell overweight holdings and buy underweight holdings to restore those weights; the allocation is not deposited again every cycle.
Choose daily (24 hours), weekly (7 days), or every 30 days. Stock trades wait for an eligible market session. Minimum-order rules may prevent small adjustments.
How do I change a deployed basket?
Duplicate the deployment, customize its assets and configure a new launch. New deployments retain their own composition; deleting a reusable template does not delete or stop them.