What is auto-invest?

Auto-invest permits you to set rules for the platform to be used as the basis for all automated future investments. After you have set your preferred rules (e.g. remaining term, interest, investment amount, etc.) our system will automatically make investments matching your rule set once they become available on the primary market. Auto-invest settings can be easily changed or stopped at any time by accessing your investor profile. Auto-invest allows you to save time and make the investment process more effective but does not exclude an opportunity to make manual investments in parallel. You can also diversify your investments by creating several auto-invest portfolios.

How to create an auto-invest portfolio?

To create an auto-invest portfolio you need to access your Investor Profile and navigate to section “Auto invest”. In this section, you are able to create an auto-invest portfolio by defining your investment rules that suit your risk threshold. The newly created auto-invest portfolio will appear in your profile's “Auto invest” section where you will be able to edit, activate/deactivate or delete it at any time.

Can I also invest manually if I have an auto-invest portfolio?

Yes, you are also able to make manual investments in parallel with an active auto-invest portfolio.

Can I cancel my auto-invest portfolio?

Yes, your auto-invest portfolio can be deactivated at any time. Don’t worry, your rules set will be saved on your “Investor Profile”. If existing auto-invest portfolio no longer meets your needs it can be easily deleted.

Why are some funds left uninvested?

There can be a number of reasons why your auto-invest profile is not working the way you want it to. Let’s start with some criteria to pay attention to when creating an auto-invest:

1. Make sure your auto-invest size is set accordingly. If you have set your auto-invest portfolio size to EUR 1000, and have EUR 2000 in the account that you are ready to invest, increase the auto-invest size to EUR 2000 or create another auto-invest to cover the amount.

2. If your remaining term parameter is not set to start from 0, you are losing a lot of investment opportunities here, because there may be great short-term opportunities with the remaining term of less than 1 month.

3. Make sure your auto-invest profile is active. You can check the status of your auto-invest in your investor profile, section Invest > Auto Invest.

All other criteria you can set in your auto-invest profile are purely up to you. The more freedom you give to your auto-invest, the more investment opportunities you will get.

However, there can still be cases when everything has been set right for your auto investing buddy, but it still has not cached any loans. This may happen because our auto-invest algorithm was developed to serve as many investors as it can so that every investor gets a fair chance of investment opportunities. If you see that there are available investments for your set criteria, but your auto-invest hasn’t made investments yet – be patient, it will start soon, or take a chance to make some manual investments.