DCA Setup

Concepts: schedule vs strategy

• Strategy (template): what you want to buy and in what weights (e.g., 60/40 allocation).
• Schedule: when and how much you invest (monthly amount, cadence, execution day).
• Execution: a single “run” created from a schedule + strategy at a point in time.

Step 1) Create (or choose) a strategy

• Start from a template if you’re new; customize later.
• Make sure weights total 100% (or the UI will block execution).
• Avoid too many tiny allocations early; keep the strategy simple.

Step 2) Bind schedule settings

• Choose monthly/weekly frequency and an execution day.
• Pick the base currency you’ll use for accounting.
• Decide whether you want a manual review step (recommended during beta).

Step 3) Preview the run

Preview uses live pricing to estimate shares and costs. Use it to catch mistakes before they become transactions.

• Check that total allocated equals the schedule amount (within rounding).
• Sanity-check estimated shares for very high-priced stocks.
• Confirm you’re comfortable with compliance status before finalizing.

Step 4) Execute & export

• Finalize execution to create transactions and update positions.
• Export CSV for record keeping (useful for advisors and audits).
• Advance the schedule so the next run date updates.

Common mistakes

• Weights don’t sum to 100%: adjust allocations or remove small items.
• Currency confusion: keep a stable base currency for portfolio accounting.
• Over-complex strategy: too many items increases operational complexity.