Automatic universe management

Automatic universe management keeps your trading universe (the watch-list of symbols your strategies trade) fresh without asking you to approve every change. With it on, each strategy in your mix can follow its own published list — Conservative, Moderate, or Aggressive — all feeding one shared pool of symbols. By default a strategy follows the list matching its own style; each row on the Universe page can instead pin any of the three, and a pinned list stays put even if the strategy changes. Lists overlap, so one symbol can arrive from several lists — it still takes one slot. The lists are rules-based and identical for everyone following the same list: which large, actively-traded companies and major coins qualify, how long a name must qualify before it joins, and how quickly it can leave are all fixed, public rules — read them (and the live membership) on Universe lists & methodology. Nothing is picked for you personally.

Turning it on: one review per list, then hands-free

Each published list has its own short agreement, reviewed once: the dialog names the list, spells out exactly what will happen automatically, and links to the methodology page. The agreement covers the list, not the strategy — a second strategy following an already-agreed list never asks again, and enabling several new lists at once walks you through their agreements one at a time. Your agreement counts only for the list the dialog showed: if that strategy’s list changed while the dialog was open (in another tab, say), nothing is saved and nothing is agreed — check which list it follows now and try again. Once a strategy’s row is on, your universe syncs the same day — list symbols are added into your remaining plan room (the strategy with the largest allocation admits first when room is tight), and from then on the daily review keeps you in step. You’ll see each change as an in-app note (“Universe updated”), not an approval request. Re-pointing a row at a list you haven’t agreed to re-runs the ceremony, this time showing the concrete before/after: which symbols would enter, which would leave, and which of those you currently hold. (With a list pinned, a strategy change alone never moves that row’s list, so no ceremony runs.) Adding a strategy to your mix while automatic management is on starts it following list updates too — silently when its list’s agreement is already on file, otherwise you review that list’s agreement right where you added it (declining just leaves that strategy’s list updates off). With automatic management off, new strategies start with list updates off. Restoring your setup from a settings file brings back the switches and each strategy’s list, but never an agreement: on a new account, each list still needs its own review here before any strategy follows it.

The Follow list updates switch

With more than one funded strategy, the Universe page shows one row per strategy, and each row has a Follow list updates switch. On, the strategy takes its followed list’s adds and removals and buys only from that list plus your hand-added picks. Off, the strategy trades your whole universe and its list stops claiming slots: a symbol that only this list brought in leaves at the next sync, which runs within about a minute of the change — marked exiting first if you hold it, exactly as a list removal would be — while your hand-added picks stay. Switching every row off freezes your universe rather than clearing it. A note or badge under the switch names the exceptions: Automatic management is off (the switch at the top of the card is off, so nothing acts, but each row’s setting is kept), PAUSED (that list’s agreement needs a fresh review), ON HOLD (an account trading live — see below), and NO SLOTS (a strategy at 0% holds no universe slots). With a single funded strategy the rows collapse to one switch, “Follow the published … list”, which does the same thing.

What happens automatically

• Adds: list symbols you don’t yet track are added, best-ranked first, into whatever room your plan’s universe limit leaves.
• Removals: a symbol only leaves your universe when no followed list wants it anymore. If you hold no shares, it simply leaves. If you do hold shares, the symbol is marked exiting: while automatic trading is on, the position is sold at the next daily run through every normal safeguard (your caps, the kill switch, and — for live accounts — the paper→live gate), and the symbol is removed once the position is closed. With automatic trading off, nothing sells: the symbol stays visibly marked as exiting until you act or it re-enters a followed list. Editing your universe by hand doesn’t cancel an exit in progress. When symbols are no longer on any followed list, a notice on the Universe page puts the choice to you: Keep all … as hand-added(… is how many are waiting) converts them to your own picks — nothing sells, any exit in progress stands down, and the symbols keep their universe slots — while Let them exit lets the exits run as described above and frees those slots. Either way, your list agreements stay on file.
• Per-strategy exits: with several strategies following different lists, a symbol can drop off one strategy’s list while another still wants it. Only the strategy that lost it sells its own slice at the next run; the symbol keeps its slot for the strategy whose list still carries it. The Universe page marks these with an amber edge and names both sides when you hover.
• Your own picks stay yours: symbols you added by hand are never touched — and no strategy is limited by lists when trading them. Only if you switch on Let list updates replace my own picks (one setting for all lists) can a hand-pick be replaced, and even then only when a followed list needs the room, newest pick first. An imported settings file can switch it on too; the import’s review flags that as loosening your limits before anything applies. Symbols a settings-file import adds with Add these as my own picks ticked count as your own picks too.
• What each strategy trades: a strategy following a list buys only from that list’s symbols in your universe, plus your hand-added picks. Strategies with list updates off trade the whole pool, exactly as before. The allocations table on Settings → Strategies shows each strategy’s followed list at a glance — a read-only tag that links back here.

When the list rules change

Routine fine-tuning of the list rules just applies — your account keeps following the list without interruption. A major change — one that alters what kinds of things a list may hold, or what happens automatically in your account — pauses automatic updates for your account, shows a banner on every screen, and emails you (the email is on by default when you enable automatic management; opt out any time in Notifications) until you review and agree again — one click per followed list. Exits already in progress still complete: the pause never leaves a half-finished exit hanging, and while paused your universe is frozen, not cleared.

What it won’t do

The sync itself never places an order — buying and selling happen only through the automatic-trading engine and its safeguards, or by you. It never chooses symbols for you personally: membership comes from the published rules, and only your plan’s size limit and your own settings shape how much of the list fits. Today the automatic changes apply to paper accounts. An account trading live keeps its universe exactly as-is while live list support finishes its review: no symbol enters or leaves from a list, no list-driven sell runs, and each strategy picks from your whole universe, as it does with list updates off. Your settings and agreements are kept — the Universe page and Settings → Strategies show the list as on hold for live — and they pick up automatically when live support opens. And as always, this is not investment advice: the lists are computation, published for everyone, and the decision to follow one is yours.

An imported settings file carries Automatic management, Let list updates replace my own picks, each strategy’s followed list with its Follow list updates switch, and the symbols your lists brought in. The two account-wide switches apply either way, just as if you flipped them here. An import never changes a strategy’s Follow list updates, on or off: each strategy keeps its own, a strategy the import adds joins with it off, and when the file’s value differs the review shows that switch, grayed out, with what switching it here would do; the import’s result then offers it as a working switch, so you can switch it right there (turning it on asks you to agree to that strategy’s list first, if you haven’t). A file never agrees to a list for you, so a strategy that already follows list updates moves only to a list you’ve agreed to: when the file pins it to any other list, the review offers Agree… for that list, in the same agreement window as here. Agree, and the strategy moves with the import (the agreement is saved only when you apply it); otherwise it stays on the list it follows now, the import says so, and you can pin the new list here later. The file’s list symbols join as list symbols, which your followed lists then keep in step (when your lists already manage your universe after the import, they’re left to those lists, which fill it from their current members), or as your own picks if you tick Add these as my own picks during the import.