Investing term

What is Automate?

Set up recurring transfers so investing happens without your willpower.

To automate investing is to set up recurring transfers and purchases so money moves and gets invested on schedule, without you having to decide each time. It removes willpower from the equation — the most reliable way to actually invest consistently — and quietly enforces dollar-cost averaging, since you buy the same amount in good months and bad.

For example

A $300 auto-transfer on every payday means you invest through booms and crashes alike, never "forgetting" or talking yourself out of it.

Automate is taught hands-on in Stage 11 — Automate, Compound & Start Early.

See the lesson →

Related terms

Behaviour gapThe gap between the returns a fund delivers and the returns its actual investors earn.Lump sumInvesting a large amount all at once instead of spreading it over time.Scheduled contributionAn automatic, recurring deposit from a funding source into your investment account.Set and forgetAn investing approach where setup happens once and ongoing decisions are minimal or zero.
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