- Registration will setup Pipeline, Benchmarking and Live (i.e. measured) accounts, and enable all available strategies , that are preset with simulated amounts.
- Plan your portfolio by modifying the following
- % Allocations for Sectors
- Maximum Trading Amount , Lot Size and Approval Preference for the Strategies.
- Rebalancing and Allocation Preferences, Risk Appetite, Intraday Approval Rules for Accounts
- Research Links that will be enabled for each Instrument in Pipeline or in Live Account.
- Let the system automatically create the pipeline of US Stocks, ETFs, Bonds, and Options for you based on the algorithms coded for the strategies. These algorithms use Fundamental, Technical , Performance and Risk analysis.
- Based on your approval settings for the Strategies, algorithms will either seek approval or automatically place trades in the Live(i.e. measured) account.
- System will continuously measure and inform the Risk, Performance and Technicals for Positions and Accounts.
- Based on rebalancing settings for the Account, algorithms will do auto rebalancing for Strategies.
- Coming Up: Generative AI driven Qualitative Analysis and User's ability to assign Qualitative Ranking based on their Subject Matter Expertise.
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