1. Open Investment → Automated strategies.
2. Create a new strategy and give it a name.
3. Set your preferred criteria:
- Portfolio size — the maximum amount to invest according to this strategy
- Investment size — the amount to invest in one loan
- Loan Originators — the lending companies whose loans you want to include
- Loan term, days — the preferred loan duration
- Interest rate — the preferred annual interest rate
4. Enable Reinvest if you want repaid principal and earned interest to be reinvested automatically.
5. You can create multiple strategies with different criteria.
A strategy stops investing once its portfolio-size limit is reached.
