Universe and allocation
The recipe holds MSFT, AAPL, GOOGL, AMZN, NVDA, META and TSLA with equal target weights and rebalances every 14 days. The universe is explicitly fixed; it does not remove delisted assets or rank new candidates.
Exact library configuration
json
{
"_id": "6aca33e07473bd0006ad05cc",
"name": "Buy MSFT, AAPL, GOOGL, AMZN, NVDA, META and TSLA. Put the same amount in each. Hold at most 7. Rebalance whenever days since the last filled buy order is above 14.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [],
"side": "Buy",
"form": {
"fields": [
{
"fields": [
{
"helperText": "Matches order events with this side (buy or sell)",
"name": "side",
"label": "Order side",
"required": true,
"fieldType": "select",
"values": [
"Buy",
"Sell"
],
"value": "Buy"
}
],
"multiple": false,
"deletable": false
},
{
"fields": [
{
"helperText": "Matches order events with this status",
"name": "orderStatus",
"label": "Order Status",
"required": true,
"fieldType": "select",
"values": [
"Pending",
"Accepted",
"Pending User Approval",
"Canceled",
"Filled",
"Partially Filled"
],
"value": "Filled"
}
],
"multiple": false,
"deletable": false
},
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": false,
"fieldType": "text",
"value": ""
},
{
"helperText": "Ticker type (ex. Stock, Crypto)",
"name": "targetAssets.type",
"label": "Asset Type",
"required": false,
"fieldType": "select",
"values": [
"Stock",
"Cryptocurrency"
],
"value": "Stock"
}
],
"multiple": true,
"deletable": false
}
]
},
"type": "DaysSinceOrder",
"orderStatus": "Filled",
"name": "# of Days Since the Last Filled Buy Order"
},
"rhs": {
"compound": false,
"targetAssets": [],
"value": 14,
"form": {
"fields": [
{
"fields": [
{
"helperText": "Constant value",
"name": "value",
"label": "Value",
"required": true,
"fieldType": "number",
"value": 14,
"min": -100,
"max": 100,
"globalMin": -1000000,
"globalMax": 1000000,
"isInteger": false
}
],
"multiple": false,
"deletable": false
}
]
},
"type": "Value",
"name": "Constant 14"
},
"name": "# of Days Since the Last Filled Buy Order > Constant 14",
"_id": "6aca33e01b185ff48a736bed",
"comparison": "greaterThan",
"type": "Base",
"description": "Left-Hand indicator (comparator) Right-Hand Indicator",
"example": "If the Rate of Change of Apple's price is > the Value 0."
},
"createdAt": "2026-10-10T12:47:28.658Z",
"action": {
"type": "DynamicRebalance",
"universe": {
"source": "SPECIFIC_ASSETS",
"assets": [
{
"name": "MSFT",
"type": "Stock",
"symbol": "MSFT"
},
{
"name": "AAPL",
"type": "Stock",
"symbol": "AAPL"
},
{
"name": "GOOGL",
"type": "Stock",
"symbol": "GOOGL"
},
{
"name": "AMZN",
"type": "Stock",
"symbol": "AMZN"
},
{
"name": "NVDA",
"type": "Stock",
"symbol": "NVDA"
},
{
"name": "META",
"type": "Stock",
"symbol": "META"
},
{
"name": "TSLA",
"type": "Stock",
"symbol": "TSLA"
}
]
},
"pipeline": [],
"weightIndicator": {
"compound": false,
"targetAssets": [],
"value": 1,
"form": {
"fields": [
{
"fields": [
{
"helperText": "Constant value",
"name": "value",
"label": "Value",
"required": true,
"fieldType": "number",
"value": 1,
"min": -100,
"max": 100,
"globalMin": -1000000,
"globalMax": 1000000,
"isInteger": false
}
],
"multiple": false,
"deletable": false
}
]
},
"type": "Value",
"name": "Constant 1"
},
"limit": 7
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
}Test the rebalance
Open the library and search for this allocation recipe. Preview its fixed seven-stock universe and 14-day rebalance interval, choose Use template, then review the copied allocation before testing. Compare the same starting capital and date range with a buy-and-hold portfolio. Review turnover, available cash, fractional-share support and fees. A calendar rebalance does not establish that equal weights will outperform.
Use paper trading to observe the orders produced by the weights before connecting a broker. Broker capability and buying power can change whether an order is accepted.