- AI-Agent
- Ready to Run
Rebalance Paper Portfolio
Trade sentiment leaders in your paper trading spreadsheet
Use this Agent instantly or customize it - no programming needed
- Ready sentiment rankingsReady sentiment rankings
Your ready batch gives the Agent its date, stock tickers, and sentiment scores.
- Paper holdingsPaper holdings
Your holdings show which stocks you own on paper and how many shares you hold.
- Cash balanceCash balance
Your cash balance shows the money already in your paper account.
- Stock pricesStock prices
Your sheet supplies prices for held and candidate stocks on the ranking date.
- Last processed dateLast processed date
Your last processed date helps the Agent avoid repeating a rebalance.
- Trading rulesTrading rules
Your rules set four leaders, whole shares, no commissions, and buys funded only by sales.
Your trading spreadsheet holds daily rankings and paper holdings, then shows each rebalance and its account value.
- Batch statusBatch status
Your ranking batch shows whether the Agent processed it, skipped a repeat, or needs input.
- Batch statusBatch status
Your ranking batch shows whether the Agent processed it, skipped a repeat, or needs input.
- Trade logTrade log
Your trade log lists each simulated sale and buy with its date, shares, price, and amount.
- Updated paper holdingsUpdated paper holdings
Your spreadsheet shows revised share counts after the simulated sells and buys.
- Remaining cashRemaining cash
Your cash balance reflects sales and buys, with any unspent proceeds left in cash.
- Dated account valueDated account value
Your dated account value uses the same sheet prices as the simulated trades.
- Batch statusBatch status
Your ranking batch shows whether the Agent processed it, skipped a repeat, or needs input.
This Agent reads rankings when you mark them Ready. It compares the leaders with your paper holdings and simulates trades. Your spreadsheet shows the updated account value.
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Google SheetsUsed as:
- Trading spreadsheet
Google Sheets holds daily rankings and paper holdings, then shows each rebalance and its account value.
AirtableUsed as:
- Trading spreadsheet
Airtable holds daily rankings and paper holdings, then shows each rebalance and its account value.
monday.comUsed as:
- Trading spreadsheet
monday.com holds daily rankings and paper holdings, then shows each rebalance and its account value.
Microsoft ExcelUsed as:
- Trading spreadsheet
Microsoft Excel holds daily rankings and paper holdings, then shows each rebalance and its account value.
Microsoft Office 365Used as:
- Trading spreadsheet
Microsoft Office 365 holds daily rankings and paper holdings, then shows each rebalance and its account value.
SmartsheetUsed as:
- Trading spreadsheet
Smartsheet holds daily rankings and paper holdings, then shows each rebalance and its account value.
KintoneUsed as:
- Trading spreadsheet
Kintone holds daily rankings and paper holdings, then shows each rebalance and its account value.
Made for your industry
Rebalance Paper Portfolio is made for businesses in these industries.
- Financial Services
Log simulated portfolio rebalances from daily stock sentiment rankings.
Show all Agents for the Financial Services industry
Made for your role
Rebalance Paper Portfolio is made for people in these roles.
- Portfolio Manager
Rebalance paper holdings when new stock rankings are ready.
Show all Agents for the Portfolio Manager role - Quantitative Analyst
Log simulated trades as sentiment rankings change.
Show all Agents for the Quantitative Analyst role
Made for your department
Rebalance Paper Portfolio is made for people in these departments.
- Investment Management
Update paper positions and account value after each ranking batch.
Show all Agents for the Investment Management department - Trading
Split sale proceeds among newly ranked stocks in whole shares.
Show all Agents for the Trading department
How Rebalance Paper Portfolio works
4 steps, in order, on every run.
-
Read the ready rankingsRead the dated rankings, sheet prices, and paper holdings when you mark the batch Ready. Flag missing inputs before any paper trades.
-
Choose the top fourSelect the four highest positive scores. Compare their tickers with your holdings to identify sells and new buys.
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Calculate paper tradesSell holdings outside the top four at that day's sheet prices. Split sale proceeds equally among new picks for whole-share buys.
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Update the spreadsheetLog dated paper trades and remaining cash. Update holdings and account value, then mark the batch processed.
How to Get Started
Connect the tools you already use, such as Google Sheets, Airtable or monday.com.
7 tools
- Create one spreadsheet with dated sentiment rankings and a Ready flag, dated stock prices, paper holdings by ticker and share count, a cash balance, a trade log, and a daily account summary.
- Set the trading day's date and time zone, use whole shares with no commissions, and agree that trades use the prices entered for that ranking date.
- Give the Agent edit access to the spreadsheet and enable an edit trigger for the Ready flag.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Rebalance Paper Portfolio:
No. Your trades stay in the spreadsheet as paper transactions; this Agent does not place brokerage orders.
New buys use only proceeds from sold holdings, split equally across new names. Money that cannot buy a whole share stays in cash.
You see Needs input on that ranking batch. Your holdings and cash stay unchanged until you provide valid details.
You provide dated rankings and prices, plus your paper holdings and cash balance. You mark a complete batch Ready and set the trading day and time zone.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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