Automate Portfolio Management
Define eligible holdings, targets and limits. Automate authorized portfolio work.
Choose proposals, approval before each run, or execution within your confirmed limits.
What you see in Market Ontology
The live product, read-only. Your own work opens here after checkout.
Start the job
What opens after checkout
Versioned portfolio mandate with explicit execution mode, built from the details above and saved to your account in Capital Command.
- You get
- Versioned portfolio mandate with explicit execution mode
- Opens in
- Capital Command
- Built from
- Eligible holdings, targets, cash reserve, limits
- Orders
- None; nothing is sent on your behalf