Investing

Can I create more than one Auto Invest strategy?

Yes. You can create multiple Auto Invest strategies with different:

  • Loan Originators;
  • portfolio-size limits;
  • investment amounts;
  • loan terms;
  • interest-rate ranges;
  • reinvestment settings.

Multiple strategies can be useful when you want to separate different portfolio allocations. For example, you may create one strategy for shorter-term loans and another for longer-term business loans.

Where several Auto Invest strategies are active, available funds may be eligible for another active strategy.

Creating multiple strategies does not by itself guarantee diversification. Review the Loan Originators and criteria used by each strategy and assess your overall exposure.

For field definitions, see What do the Auto Invest settings mean?

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