IntermediateLast verified Aug 23, 2026
Schedule Trigger
Starts a strategy on a recurring calendar schedule.
Starts a strategy on a recurring calendar schedule.
When to use
Use it when portfolio evaluation should run at a defined cadence rather than from a market tick.
Example
Start a monthly allocation path and use the connected period information in downstream scheduling logic.
Common problems
An invalid schedule or timezone can make timing differ from expectations. Keep only one primary activation.
Next steps
Review the generated Parameters, Outcomes, and Data Ports on this page, then open the related guides for the complete workflow.
Related documentation
- How a strategy starts and continuesUnderstand primary activation, control outcomes, and why data alone does not execute an action.
- Build Portfolio strategiesDesign a scheduled or safety-driven graph that selects assets, calculates weights, applies limits, and rebalances.
- Period FieldExtracts one field from schedule period information.