Your money, managed smarter.
AI Portfolios gives every investor access to the kind of intelligent, personalized portfolio management that used to require millions in assets. Built on 30+ years of wealth management experience. Powered by AI.
Two ways AI Portfolios
works for you.
Director is your AI wealth advisor. It analyzes your portfolio, explains what’s happening, and tells you what to do next. Autopilot acts. It uses Director’s strategy to automatically place trades within the rules you set. Use one or both. Both tiers are priced flat, with no hidden fees, performance cuts, or surprises.
Director
Director is always analyzing your portfolio and sends you a plain-English report: what’s working, what needs attention, and exactly what we recommend you do next. It’s the kind of personalized guidance provided by a private wealth advisor, in your inbox weekly and your notifications when something changes.
- 01Weekly portfolio report: what changed, what it means, what to do next.
- 02Ongoing investment monitoring across stocks, bonds, and other assets.
- 03Rebalancing recommendations you can approve or adjust with one click.
- 04Previews and recaps on earnings from companies you hold.
- 05Alerts only when something important changes. No spam, no noise.
Autopilot
Autopilot invests for you automatically, buying, selling, and rebalancing your portfolio based on the strategy you set. You define the rules. Autopilot follows them without you having to lift a finger. This hands-off approach follows your lead while keeping you in the loop every step of the way.
- 01Automatic investing within the rules and limits you set.
- 02Automatic tax management to minimize what you owe at tax time.
- 03Manages your available cash efficiently between investments.
- 04A pause button to stop all activity instantly. One click, any time.
- 05Plain-English explanation of every trade, delivered within 60 seconds.
Every week, Director sends you a memo: not a chart, not a dashboard. A plain-English letter that tells you exactly what happened with your portfolio, why it matters, and what to do next. Read it Sunday evening or Monday morning before markets open.
Every number in the memo is sourced, footnoted, and exportable to CSV. Rebalance proposals come with a single-click accept and a redline-and-reply, so you can disagree in writing the way the system writes to you.
Trim NVDA. Hold the oils.
Your portfolio closed the week up 1.4%, trailing the S&P by 60 bps. The drag is concentrated in two names: NVDA, which gave back post-earnings gains, and XOM, where a downgrade pressured the whole integrated-oils cohort.
Neither changes the thesis. Two rebalancing ideas follow, ordered by conviction and sized to sit within your 8.0% single-position cap. The first trims NVDA by a third into the next two allocation windows; the second leaves XOM alone and adds to CVX on the same downgrade.
Earnings on the calendar this week — JPM Tuesday, NFLX Thursday — neither materially exposes the book. We will not write between memos unless something changes…
The way we think about money.
Six rules the system will not violate on your behalf. They are not preferences and they are not toggles; they are the floor under everything Director writes and everything Autopilot does.
Signal over noise.
We do not ping you when a position wiggles. We write when something has actually changed and explain it in a paragraph, not a push notification. Translation: you won’t hear from us unless it matters.
Policy is law.
You set the rules. Autopilot always follows them. Single-position caps, sector tilts, liquidity floors — Autopilot asks before it bends a rule and tells you when it can’t. Your instructions are the contract.
Tax is a first-class number.
We automatically manage your investments to minimize what you owe at tax time. HIFO by default, lot-level transparency always. Performance before tax is a half-finished sentence; we do not write the second half for you.
Prose, not panels.
A memo is an argument, not a dashboard. Numbers support the sentence; the sentence carries the case. The chart is a footnote, not a headline.
The boring outcome.
A 0.3% week in a volatile market is not a failure of imagination — it’s the point. We are paid to be right, slowly, and to say so without theatre.
Kill switch.
One button pauses Autopilot before the opening bell, and another closes the book at a word from you. Settlement is always within 24 hours.
Start in minutes. No expertise required.
We don’t flip a switch on day one. After a 5-minute, 14-question setup, Director starts building your personalized investment strategy. You review everything before Autopilot makes a single move. You’re always in control.
Intake
A short 14-question setup. Tell us about your goals, risk comfort, and what you already have invested. Takes about 5 minutes.
Strategy
Build your personal investment strategy with Director.
Review
Review your plan and set your rules. You’re in control.
Trade
Autopilot starts investing. You watch it work.
Quiet confidence,
compounded.
Director is open for early access, with Autopilot coming in late 2026. Whether you’re managing your first investment account or your tenth, AI Portfolios was built for you. Request access and start building your investment strategy today.