When advisory fees cost more than the certainty they buy.

A machine-ranked portfolio for self-directed investors who would rather pay a subscription than a percentage of their balance. You place the trades, in your own account.
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A flat month, and the fee came out anyway.
An advisory fee is a percentage of everything you hold, taken whether or not the year went anywhere.
A subscription is a flat amount, whatever the balance. What you pay does not grow with your account.
Commissions, spreads and tax still apply and stay yours to manage. That is the whole arrangement, stated once.
As the balance grows
Advisory feea percentage of the balance
Subscriptiona flat amount
Shape only. No figures; your numbers are yours.
One raised frosted glass tile in close-up, edge-lit, thin bands of warm light stacked inside it, the flat tiles dark behind.

The sheet behind every pick

No black-box stock picks.

See the factors behind each quantitative ranking, so you know why a stock entered the portfolio before you place the trade. The inputs, their weights, and the arithmetic to the score, on every name.

  1. 1

    Every stock in the index, ranked.

    Machine-learning models rank every stock in the index by expected return. The whole field, every cadence, nothing hand-picked.

  2. 2

    The factors behind the rank, shown.

    Open any pick and the inputs the model weighed are there with their weights. Not a badge that says AI-ranked. The work.

  3. 3

    The ranking becomes position sizes.

    A portfolio optimiser turns the ranking into position sizes: a short list of holdings, each with a weight, ready to become instructions.

Systematic discipline, on a fixed schedule.

Allocation updates arrive monthly or weekly. You decide when to place the trades, in the account you already have.

This cadence's sheet · sample

  1. 1Sell to zeroSPGI
  2. 2Sell to zeroBAC
  3. 3Buy to targetPEP
  4. 4Buy to targetBRK.B
  5. 5Add to targetMETA
  6. 6Trim to targetTSLA

Eight positions unchanged. Illustrative, not a recommendation.

Custody

Your shares stay in your brokerage account.

We send target holdings and the trades to place. The securities are held in your own name, and we never take custody of your money.

What arrives
Target holdings, and the trades to place.
Where it lives
Your own brokerage account, in your name.
What we hold
Nothing of yours. An instruction sheet is not custody.

Choose your market. Choose your risk tier.

The same method runs on 18 markets worldwide, including the US S&P 100, the UK FTSE 100 and the Canada TSX 60, at the risk tier you select.

The tile field, wide and frontal.
United StatesIndexS&P 100TiersLower and higher riskCadenceWeekly or monthly
The tile field from a high angle, a long diagonal into the haze.
United KingdomIndexFTSE 100TiersLower and higher riskCadenceWeekly or monthly
A smaller, sparser tile field seen from low.
CanadaIndexTSX 60TiersLower and higher riskCadenceWeekly or monthly

One market per subscription. Tiers are listed, and dates set, at signup.

Cadence

The next sheet arrives on a date you can see now.

Rebalanced monthly. Your first sheet arrives soon. Schedule shown for illustration; dates are set at signup.

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