Build a basket. Keep custody.
Intake capital, risk tolerance, drawdown pain, horizon, and preferences — then edit a proposed basket across rated vaults, indexes, and algorithms before activation.
Intake
Capital, risk tolerance, drawdown pain threshold, horizon, asset preferences and exclusions.
Output
Proposed basket with projected drawdown range and regime behavior; fully editable before activation.
Paper mode
Track any saved portfolio without funding; convert to live in one click when the mirror path is live.
Data pipeline not live yet
- F-PF-8 builder intake
- F-PF-9 paper portfolios
- F-PF-10 rebalance notifications