Recurring Investment with Fixed and Dynamic Amounts
Build your investment plan your way
Choose eligible US stocks and ETFs and set your schedule. Recurring Investment will invest automatically for you. 
Get Started
What is Recurring Investment?
A flexible way to invest regularly
Recurring Investment automatically places investments according to the schedule you set. Choose Fixed Amount to invest the same amount each time, or Dynamic Amount to automatically adjust your investment amount based on your selected benchmark and moving average.
How Dynamic Amount works
Dynamic Amount uses Dollar Value Averaging (DVA) to adjust your base investment. The multiplier depends on whether the benchmark’s previous close is above or below the selected moving average.
Benchmark below the moving average → increase the investment amount
Benchmark above the moving average → reduce the investment amount
The scheduled investment amount is calculated automatically using the standard multipliers below. Dynamic Amount does not guarantee returns or protect against losses.
Webull Malaysia uses the following standard multipliers
Benchmark below the moving average
When the benchmark’s previous close is below the moving average.
Multiplier
0% - 1%
100%
1% - 3%
120%
3% - 6%
140%
6% - 10%
160%
10% - 15%
180%
>15%
200%
Benchmark above the moving average
When the benchmark’s previous close is above the moving average.
Multiplier
0% - 1%
100%
1% - 3%
90%
3% - 6%
80%
6% - 10%
70%
10% - 20%
60%
>20%
50%
Why choose Dynamic Amount?
Respond to market movements automatically
Dynamic Amount adjusts each investment based on your benchmark and moving average.
Follow a consistent approach
Your plan follows the rules and schedule you set for every investment.
Save time with automatic investing
Set your plan once, then review and manage it whenever you wish.
Dynamic Amount vs Fixed Amount
Webull offers Fixed Amount and Dynamic Amount. Choose the approach that matches how you want to invest.
Dynamic Amount
Fixed Amount
Investment amount
Adjusts automatically
Remains fixed
Calculation basis
Benchmark + moving average
Your selected amount
Investment approach
Follows benchmark movements
Follows your selected amount
Execution
Automatic, on schedule
Automatic, on schedule
How to get started
Set up Recurring Investment in four simple steps.
Stay informed and manage your plan
Receive a push notification one day before each scheduled investment. You can update or cancel your plan at any time before processing begins.
Designed for long-term investing
Build a regular investing habit
Keep your investment schedule consistent with automatic orders.
Plan it your way
Choose your amount, frequency and benchmark to match your investment preferences.
Adjust with clear rules
Dynamic Amount applies a multiplier from 50% to 200% to your base investment amount using your selected benchmark and moving average.
Start your Recurring Investment today!
Get Started