Rule trigger
The system checks whether a holding crossed a configured threshold, rebalance rule, or pause condition.
Rules based investing
Rules based investing needs rules, research, and risk limits.
Rules based investing turns portfolio decisions into repeatable actions. Investory adds brokerage context, research gates, and portfolio guardrails so a rule can recommend add, hold, trim, or pause without becoming a blind trading bot.
Direct answer
Rules based investing software should define the trigger, verify whether the company still fits the strategy, check exposure limits, and record the reason for every recommendation. Price movement alone is not enough.
Research gate
The recommendation is blocked when earnings quality, guidance, valuation, balance sheet risk, or thesis drift no longer supports the position.
Portfolio guardrail
Position size, sector exposure, cash, drawdown, and daily deployment limits decide whether the action is allowed.