If you have grown to the point that you need to invest in a portfolio of shares, indices, ETFs, and not one share at a time. You’ve probably encountered the problem of portfolio rebalancing. When your portfolio contains one, two, three shares, then selling or buying them is not difficult. But when there are ten, fifteen, twenty of them. It’s still a pleasure to place stops and sell orders for them. Trade assistants come to our aid. These are cousins of those same trading robots, only they do not trade for us. And they help automate routine operations. Meet: OpexBot for Tinkoff Investments. Open source, simple, clear and transparent operation. I explain with my fingers how it works. Here we have a portfolio of shares that has grown, negative news begins to appear and we want to sell it all and “sit on the fence” waiting for positive news. See the figure below for what the portfolio of shares we want to sell looks like. All we have at hand is a phone with poor internet. Yes, even if it’s a good one, it’s still not convenient to manage a portfolio using it. At a minimum, selling shares from your phone looks like what is shown in the video below. It’s very long and tedious.
Therefore, we have prepared scripts in advance in case of certain events. Absolutely any we can think of. But in this case, simply selling all shares at the market price if the portfolio grows by more than 5%.
Please note that it is the growth or decline of the portfolio as a whole that has an impact. One stock could fall by two percent, another might rise by ten. In our case, the robot looks at the total return.
We can do this both from the assistant terminal itself and from the telegram bot using the “sell everything” command. It looks like this:
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