Scheduled templates: buy, split, unwind

Scheduled templates: buy, split, unwind A workflow diagram generated by Archify. 01 / Schedule 02 / Accumulate 03 / Allocate 04 / Unwind Arm Run After the run Schedule trigger · startDate sets the first run · Schedule › Arm Schedule trigger startDate sets the first run Run recorded · next run queued · Schedule › After the run Run recorded next run queued schedbuy · fixed size each run · Accumulate › Run · average in over time schedbuy fixed size each run average in over time distribute · a share per target · Allocate › Run distribute a share per target scheduled_undeploy · unwinds at a set time · Unwind › After the run scheduled_undeploy unwinds at a set time schedbuy distribute when the term ends Legend Agent logic Policy Tool action

A known date, not a known price

  • • All three templates key off a time you set rather than a market condition
  • • startDate must not be in the past, and a bare YYYY-MM-DD stays valid until that day ends

End dates are checked

  • • An enabled END_DATE stop condition with a past stopAt is rejected on save
  • • Set enabled false if you want to keep an expired date in the body