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 tracking the same style: 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. 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 tracking 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 tracking off). With automatic management off, new strategies start with tracking off.

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.
• 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.
• 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 tracking 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; accounts trading live keep their universe exactly as-is while live support finishes its review. And as always, this is not investment advice: the lists are computation, published for everyone, and the decision to track one is yours.