Automated portfolio management

    Give your portfolio a full-time investment desk

    Research the company, build the model, review the trade, and automate portfolio management in one workspace.

    Create target-weight, cash-deployment, concentration-trim, or stop/take-profit strategies. Run them as proposals, drafts requiring approval, or automatically within limits you set. Every strategy version starts off, omitted holdings are not sold, and revoking authority stops future dispatch.

    One continuous operating record

    1. 01Evidence and portfolio state establish what changed.
    2. 02Alternatives expose implementation, capital use, and downside.
    3. 03The owner reviews the exact proposal revision and order terms.
    4. 04Eligible orders follow one guarded dispatch path and reconcile to fills.
    5. 05Rules monitor the resulting portfolio without acquiring new authority.

    Authority boundary

    Research can recommend and prepare. Only the owner can grant brokerage authority. Automatic strategies remain bounded by account controls, versioned consent, allowed symbols, and owner-defined limits; broker or data failures pause rather than broaden authority.

    Illustrative portfolio · deterministic calculation

    Keep individual positions within my limits

    When a holding exceeds the selected maximum, calculate a whole-share trim back to the selected target.

    Portfolio
    $100,000
    Cash before
    $12,000
    Proposed orders
    1
    Cash after
    $12,000

    Example prices are fixed for reproducibility and are not current quotes. Nothing on this page can send or queue an order.

    Exact unsigned preview
    OrderNotional
    SELL 67 NVDA30.0% > 25%, trim to 20%$10,050

    Skipped SELL 80 VTI: Symbol is outside this strategy's allowed list.

    Continue to restore this setup disabled. Connected holdings and current quotes are compared before a new preview. Live submission always requires separate review and consent.

    Related