Connect your accounts.
Create your strategy.
Watch AI Portfolios act.
Behind every recommendation and every trade is a system of specialized agents: nine that consult, seven that trade. AI Portfolios is gated by a Compliance Agent that reviews every word and every order before you do.
Onboarding to autopilot.
Every Director client moves through Connect and Consult. Pro tier unlocks Execute, where the same profile that informs the memo also informs the trade.
We map the book.
Sign in, link your brokerage, IRAs, banking, and liabilities through Plaid. The Intake Agent fills the gaps Plaid can’t reach in plain language.
We study, then write.
The Strategy Agent maps your risk tier to a target allocation. The Consultation Agent writes the report. The Monitoring Agent watches for material change and surfaces it weekly.
We read the regime, then act.
The Analyst Agent reads the macro regime daily; the Strategist tilts the allocation; the Execution Agent recommends trades within the policy you signed; Reconciliation matches every fill within 60 seconds.
Specialists, not a generalist.
Asking one model to run your money the way one model writes a poem produces poems about money. Each task on this page is owned by an agent built for it: a structured-output schema, a defined input contract, an audit log.
Robos run a fixed wheel.
We turn the wheel.
Robo-advisors run static Modern Portfolio Theory: a glide path set on day one, rebalanced when it drifts. That works in calm regimes. In an inflationary regime it bleeds; in a stagflationary one it bleeds twice. We detect the regime — Growth, Inflationary, Recessionary, Stagflationary, Recovery — and tilt the book toward what historically works in it.
Three things the system cannot do.
Floors, not toggles. If any of them ever appear violated, the system pauses itself before you have to.
Hold your assets.
Custody stays with your brokerage — Schwab, IBKR, or Altruist. We never take possession. SIPC follows the broker.
Break your policy.
Caps, sector tilts, liquidity floors are encoded as a synchronous gate. Execution literally cannot recommend a trade that breaches them.
Auto-resume.
Automatically pausing trades is automatic, but resuming trades is not. When you hit the kill switch, Autopilot stops. Only your tap restarts it.
The boring outcome, on rails.
Onboarding takes ten minutes. Shadow mode runs two weeks. The first trade lands at the third allocation window after you sign.