Investment agent, configured by you
Investment agent,
configured by you

Set your strategy, build your portfolio and maintain focus with intelligent guidance and transparent choices.

Guardian

Once a week, we check your portfolio and let you know if anything needs attention. No apps. No dashboards. Just a simple email.

  • Spots when your investments stray from your plan
  • Reminds you when it's time to invest again
  • Alerts you if something changes in your funds
  • You decide what to do — we just keep watch

Set it once. Stay informed forever.

Weekly Report

Guardian

All clear

Your portfolio is on track. No action needed this week.

Checks

Drift

Within 2% of target

Cadence

Next in 12 days

ETF integrity

No changes

Checks

0

Clear

0%

Trend

2h ago