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Guide to A. Stotz All Weather Strategy · How it works

Automatic Allocation vs Manual Rebalancing: What Changes?

Automatic Allocation is an opt-in feature in the Finnomena app. Finnomena says that, once enabled, the system can carry out switching or rebalancing based on current investment recommendations.

Sources last reviewed 9 November 2026General educational information

Separate two order processes

The A. Stotz All Weather Strategy page describes a manual process where the platform sends an adjustment notice and the investor places the order. Finnomena’s Automatic Allocation article describes an optional opt-in process that lets the system adjust a portfolio under its current terms. The difference is whether the investor submits the order or authorizes the service to do so under the agreement.

A feature being available does not mean every account has it enabled. Check the current app screens and terms rather than relying on an old walkthrough.

What Finnomena’s instructions describe

  1. Open the portfolio you want to configure in the Finnomena app.
  2. Select Automatic Allocation and read the service details.
  3. Opt in and accept the terms of use.
  4. When there is a new recommendation, the system may check the current portfolio and place switching or rebalancing orders.
  5. Review adjustment status and history in the app.

Finnomena also describes how to opt out in the app, including separate steps when an order is already in progress. Interface labels and terms can change, so confirm the current process.

Review permissions and orders before enabling

  • Understand what transaction types the service may place.
  • Check how to pause or cancel the service and when an order can no longer be cancelled.
  • Review cut-off times, settlement, and each fund’s fees.
  • Confirm where the app sends notifications and statements.
  • Keep a record of the agreement and review completed orders afterward.

Automation can reduce the steps needed to place an order. It does not reduce market risk, guarantee an execution price, or determine whether the plan suits your goals.

Check the latest provider instructions

This summary reflects Finnomena’s public article checked on 9 November 2026. Review the original article and current in-app agreement before opting in because screens, service terms, and eligible transactions can change.

Read Finnomena’s Automatic Allocation guide and learn about quarterly rebalancing.

Frequently asked questions

Is Automatic Allocation enabled for everyone by default?

No. Finnomena describes an opt-in process and confirmation of the service terms in the app.

Can I turn it off after enabling it?

Finnomena describes an in-app opt-out process. An order already in progress may have a separate cancellation step; check the current order status and terms.

Sources

Sources reviewed: 9 November 2026. If terms or official documents change, follow the latest provider and fund documents.

This article is for education and explains public information. It is not personalized investment advice, does not guarantee returns or principal, and does not accept orders. Review current documents, risks, and fees with Finnomena and the fund managers before deciding.