A wealth manager for the 99%.

It learns what your money is for, builds a portfolio inside rules you sign, and asks before every trade.

Your own team of agents.

Tailored to you. Doing the work a professional would.

  • The PlannerLearns what your money is for and writes your plan.
  • The GuardRuns 16 checks before any order.
  • The TraderPlaces only what you approved.
  • The WatcherChecks your mix every market day.

First, it gets to know you.

  • What the money is for.
  • When you need it.
  • What you would never own.

Then you sign the rules. It can never break them.

  • Total cap
  • Monthly limit
  • Most in one stock
  • Never own

Every limit is enforced in code, not just promised.

Nothing moves until you approve it.

Example

Put $100 to work

  • VTI$50
  • VXUS$30
  • BND$20

Your money working for you.

Connect your broker and forget.

  • Your money never leaves your own brokerage account.
  • Sixteen checks run before any order.
  • You can pause it any time.

It answers to you.

Not financial advice. Every trade waits for your approval.

Not financial advice.