Automations
Scheduled workflows your OS runs on its own.
What you can automate
- Salary Invest - deploy incoming cash across your target allocation.
- Weekly Rebalance - realign drift back to target weights.
- Dividend Reinvest - auto-reinvest dividends into the source position.
- Daily Summary - generate and deliver a market summary.
- Tax-Loss Harvest - scan for and execute harvesting opportunities.
Managing automations
Each automation can be enabled, disabled, run now, edited or deleted. Runs are recorded in the OS log with a timestamp and outcome.
Enable & run
PATCH /v1/os/os_production/automations/auto_rebalance
{ "enabled": true }
POST /v1/os/os_production/automations/auto_rebalance/runScheduling
Schedules are expressed in plain terms in the console (e.g. Weekly · Mon 09:00). Via the API, provide a cron expression on the automation object.