Baskets and model portfolios, rebalanced on schedule.
Thematic baskets with a published methodology and a verified record, model portfolios from registered managers, one-click basket orders, scheduled or drift-based rebalancing, and household accounts with roles.
- MSFT24% β 22%
- VTI22% β 22%
- JPM20% β 20%
- XLE18% β 18%
- GOOGL16% β 18%
Illustrative paper-trading sample. Not a record of real results.
Baskets and model portfolios, in detail.
Thematic baskets
Registered managers
Scheduled rebalancing
Family and joint accounts
One click, every leg checked.
Investing places one order per holding on your active account β paper by default β and every leg passes the same risk gate and audit log as any other order.
- MSFT24% β 22%
- VTI22% β 22%
- JPM20% β 20%
- XLE18% β 18%
- GOOGL16% β 18%
Illustrative paper-trading sample. Not a record of real results.
Owner, co-owner and viewer.
Manage household portfolios with role-based access; each member keeps their own risk profile and approvals, and joint accounts can require every owner to approve.
- Alex (you)Growth Β· Autopilot Β· $42,000Owner
- SamBalanced Β· Copilot Β· $26,500Co-owner
- RileyCautious Β· Copilot Β· $8,200Viewer
Each member keeps their own goals, KYC and approval rules.
Illustrative paper-trading sample. Not a record of real results.
Web, mobile, desktop and API β together.
Every feature ships on every surface at once, and on every interface: REST, GraphQL, MCP and the TypeScript client.
- WebAvailable
- iOS and AndroidAvailable
- macOS, Windows, LinuxAvailable
- REST Β· GraphQL Β· MCPAvailable
Can a basket trade without me?
Rebalances wait for your one-click approval. Only on an Autopilot plan can you let them place themselves, and then inside your policy and the risk gate.
Who are the model-portfolio managers?
Independent advisers and research analysts whose registration we check automatically against the regulator's register, every day.