agent-rebalancing-setup-guide

Agent Rebalancing (Beta) - Setup Guide

Premium members. Draft - do not publish until the feature is built and Randy has run it end to end for a full month turnover.

What this does

Your AI agent reads your DMS portfolio's target weights, reads your Robinhood Agentic account, works out the difference, and places the trades.

It removes the arithmetic and the order entry. You still decide when it runs.

What it does not do

This is not automatic trading. Nothing happens unless your agent is triggered - either because you asked it to, or because you set up a schedule in your own AI platform. If nothing triggers it, nothing happens, and your account keeps last month's allocation.

DMS is not connected to Robinhood. There is no link between the two. DMS publishes your target weights at a private URL; your agent reads them. DMS cannot see your account, cannot see your balance, cannot tell whether your agent ran, and cannot place, cancel or reverse a trade.

Your agent is the only thing that sees both sides.

What you need

• A DMS Premium subscription
• A Robinhood account, plus a Robinhood Agentic account (a separate

account you open and fund)

• A paid AI plan that supports custom MCP connectors - Claude (Cowork or

Claude Code), ChatGPT, or another MCP-capable agent

• A desktop computer for the Robinhood setup. Opening the Agentic account and

the initial authorisation cannot be done on mobile.

If you do not already pay for an AI plan, be aware that adding one costs more per year than AutoPilot, which does scheduled execution for you and does not require any of this setup. AutoPilot is the better choice for most people.

Step 1 - Build your portfolio on DMS

Open the Custom Portfolio Builder from the toolbar. Blend whichever strategies you want, at whatever weights, totalling 100%.

A single strategy at 100% is fine - that is the normal case.

Some strategies cannot be traded this way:

• Anything with 300 in the name - Catalyst 300, Global Navigator 300,

LT Gain 300 - and both Profit Farmer strategies. These run at up to 300% notional leverage.

• Alpha by Sector, which is available through AutoPilot instead.
• GTAA Agg3, which is still being validated.

If your portfolio includes one of these, the selector in Step 2 will tell you which.

Editing this portfolio later changes what your agent trades on its next run. There is no separate confirmation step.

Step 2 - Get your token

My Account → Agent Rebalancing (Beta)

1. Choose which saved portfolio your agent should trade.
2. Read the terms and tick the box.
3. Generate your token.

The token is shown once. Copy it somewhere safe. If you lose it, rotate to get a new one - which means reconfiguring your agent.

Your token is a password to your DMS allocation data. Treat it that way. It cannot place trades or touch your money, but anyone holding it can read your portfolio's positions.

Step 3 - Open and fund a Robinhood Agentic account

On desktop, follow Robinhood's instructions for opening an Agentic account.

Fund it with an amount you have decided to put under an AI agent. This is the sizing decision, and it is the only one. Your agent trades 100% of whatever is in that account, and nothing outside it.

If you have $500,000 at Robinhood and want $50,000 following a DMS strategy, move $50,000. The other $450,000 sits in your regular account, untouched.

Do not hold cash back inside the Agentic account. DMS strategies are complete portfolios - they hold their own defensive positions and go to cash internally when the signals say so. Money you leave uninvested will be spent on the first rebalance anyway. If you want a cash buffer, add a cash sleeve to your DMS portfolio instead.

Turn on per-order approval. Robinhood lets you require confirmation before each trade. We recommend it, particularly for the first few months. We cannot see or enforce this setting - it is yours.

Step 4 - Connect your agent

Add two connections to your agent.

Robinhood: add https://agent.robinhood.com/mcp/trading as a custom MCP connector and complete Robinhood's authorisation.

DMS: your agent needs to call https://www.dualmomentumsystems.com/agent-feed.php with your token in an Authorization: Bearer header.

Then give your agent the instruction pack - see DMS Agent Instructions - and paste your token where it says to.

Step 5 - Test before you schedule

Ask your agent to fetch your DMS targets and report them, without trading. Compare against the allocation shown on the DMS site for the same month. They should match exactly.

Then ask for a rebalance plan without placing orders. Check the dollar amounts look sane against your account.

Only then let it trade.

Step 6 - Schedule it, if you want to

DMS signals update monthly, but most scheduling features do not offer a monthly option. Use daily. The instruction pack is written to be safe to run every day: on days when your account already matches the targets, it does nothing.

A daily schedule is more reliable than a monthly one. A missed day costs nothing, because tomorrow's run catches it.

What to check on, and how often

Monthly, when your DMS digest email arrives. It tells you the allocation month has turned over. Check that your account reflects the new allocation within a few days.

Your token's "last used" date in My Account. This is the only signal DMS can give you that your agent is running. If it stops updating, your scheduled task has stopped working.

Your Robinhood activity feed. The trades are visible there like any others.

When something goes wrong

Nothing traded. Most likely your scheduled task did not run, or your agent could not reach one of the two connections. Check your platform's task history. Try disconnecting and reconnecting the Robinhood MCP.

Your agent says the portfolio cannot be traded. It will name the reason. Usually an ineligible strategy in your blend, or weights not totalling 100%.

Your agent says the data is stale. DMS publishes after month end. If the feed has not updated in four days, the endpoint refuses to serve rather than let your agent trade on old numbers. Contact us if it persists.

Your results do not match the site. Expect some difference. Published figures are backtested and do not include your trading costs, your timing, or partial fills. A large gap is worth reporting.

Honest limitations

• We cannot see whether your agent ran, what it traded, or whether it traded

correctly.

• AI agents make mistakes. They can misread instructions, invent tickers, size

positions wrongly, or act on stale data.

• This is a Beta feature. It is documented but not supported. We cannot help

debug your AI platform or your Robinhood connection.

• Robinhood does not supervise, audit or endorse any agent or strategy. DMS

has no affiliation with Robinhood.

• Performance shown on this site is hypothetical and backtested. Your results

will differ.

If any of that is uncomfortable, AutoPilot does this properly and we would rather you used it.