AI-assisted stock portfolios
Equity investing where the screening never sleeps and a named advisor keeps the rules honest. Built for Canadians who want North American stock exposure without spending their evenings in filings.
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What this service is
AI-assisted stocks is a rules-based approach to equity portfolios. The engine continuously screens North American listings across price behavior, volume, volatility, momentum, and fundamental filters, then assembles and rebalances portfolios inside the risk limits you agreed with your manager. It is not a stock-picking oracle and not personalized advice; it is a disciplined process applied consistently.
The engine processes what humans are bad at holding in their heads: thousands of tickers across sectors, hundreds of signal combinations, and the discipline to act the same way in a sell-off as in a rally. What it does not do is feel, panic, or fall in love with a story stock, which is precisely why rules beat impulses often enough to matter.
For Canadian investors the service is deliberately local where it counts: CAD funding and reporting, familiar payment rails, support hours and callbacks aligned to Canadian time zones, and dividend and corporate-action handling that follows North American market conventions rather than a foreign calendar. Portfolios can hold both Canadian and US listings, with the currency work handled inside the account and disclosed before any conversion.
The scope stays explainable on purpose. A client should be able to describe their own strategy in three sentences, what it buys, when it exits, and how much it can lose on a bad day. If any of the three is ever unclear, the monthly statement and the manager review exist to close the gap.
Concrete advantages
For busy schedules
The screening and rebalancing run continuously. Your involvement is measured in minutes per week reviewing the dashboard and statements, not hours watching tape.
For cautious profiles
Position caps, stop levels, and sector exposure limits are set before the first trade, so the worst day is bounded by design rather than by nerve.
For beginners
The vocabulary stays plain: what is held, what changed, and why, in language a first-time investor can audit. The manager call covers every setting before it goes live.
For CAD accounts
Funding, statements, and withdrawal rails are in Canadian dollars, with USD exposure handled inside the portfolio where the strategy needs it.
How it works, in four steps
Registration
The form takes two minutes, and an advisor calls to verify your details within 24 hours on business days.
Account activation
Identity verified, investor profile recorded, scope and risk limits agreed, then funded from CAD 250 when you decide.
Market analysis
The engine screens continuously, forms portfolios inside your limits, and rebalances when signals or caps demand it.
Investment management
Monthly statements explain what changed and why, manager reviews adjust limits as life changes, and withdrawals follow the published policy.
What the engine actually looks at
| Input | What it tells the engine |
|---|---|
| Price behavior | Trend, momentum, and reversal structure across timeframes. |
| Volume and liquidity | Whether a position can be entered and exited without moving the market. |
| Volatility measures | Position sizing inputs and pause triggers in abnormal conditions. |
| Fundamental filters | Valuation and balance-sheet screens that exclude the obviously broken. |
| Sector context | Exposure caps so no single theme quietly dominates the portfolio. |
No input is a prediction. Each is a filter, and the portfolio is what survives the filters inside your limits.
A portfolio, made concrete
Take a balanced CAD 5,000 equity account with moderate limits. The engine might hold twelve to eighteen positions across five or six sectors: a Canadian bank, a US healthcare name, an industrial, a utility for ballast, a handful of technology positions sized to their volatility, and a short-term cash reserve waiting for signals. No single position exceeds its cap, the technology sleeve together stays under its sector ceiling, and the stop on each name sits where the setup invalidates rather than at a round number chosen for comfort.
During a normal month, perhaps three positions close at their stops, two close at targets, one new signal enters, and the statement explains each line. During a bad month, the same rules produce more closes and fewer entries, and the daily drawdown limit may pause new activity for a day or two. Nothing about the process is secret or discretionary after configuration; the audit log records every action, and the manager can replay any decision with you line by line.
The point of the example is calibration. Clients who expect a machine that discovers the next ten-bagger are disappointed here, and that is by design. The service aims for disciplined participation in equity market returns over full cycles, with losses cut early and rules that hold when headlines shout. Boring is the product; boring compounds.
The honest limits
Three limits are worth stating before you fund anything. First, equity strategies participate in market declines: diversification and stops reduce, never remove, drawdowns, and a full-cycle view should assume some deeply red months. Second, the engine manages process, not news: it will not dodge a macro shock nobody modeled, and it will not recognize a once-in-a-decade opportunity that resembles nothing in its data. Third, outperformance is not promised: the goal is consistent execution of agreed rules, and any period's results versus an index are what they are.
Where those limits are unacceptable, the honest alternatives are a smaller sleeve or none at all, and your manager will say so plainly. A first account of CAD 250 exists precisely so that fitting this service to your temperament costs less than a month of subscription TV.
Deposits, payouts, and support
Funding runs through Canadian rails: Interac e-Transfer and cards are normally instant, bank transfers land in one to three business days, and every method is free of platform fees. Withdrawals follow the withdrawal policy, with bank payouts typically one to three business days after checks. Your account manager and [email protected] answer questions in writing, and the fees page shows the service spread by tier before you fund.
The service spread applies to closed positions, which keeps the platform's interest aligned with yours: an account that holds steady costs nothing beyond the tier's spread when positions eventually close, and there is no monthly fee to justify or cancel. Currency conversion applies only where a position requires a currency other than CAD, and the rate is shown before confirmation rather than discovered on a statement.
Onboarding follows the same calm sequence regardless of tier: register, verification call, configuration with written limits, then funding when you decide. Nothing in the flow is gated behind a deposit, and the manager who runs your setup is the same person who answers in month eleven, which is deliberate: continuity of context is part of the product.
Frequently asked questions
CAD 250 on the Basic tier. The right amount is what you can afford to put at risk, which your manager will discuss honestly on the setup call. Advanced begins at CAD 1,500 and Premium at CAD 5,000, each with a lower service spread as published on the fees page.
As often as signals and limits demand, typically a handful of actions in a normal month. Rebalances are driven by rule violations, not calendar dates, and every change appears in the audit log and the monthly statement with its reason.
Inside limits, yes; about the limits, no. Scope, caps, and stop levels are agreed with your manager, the engine executes within them, and you can change or pause them at any time.
Yes. Equities fall as well as rise, gaps happen overnight, and diversification limits rather than removes loss. The risk disclosure applies in full to this service.
From the account, to a destination in your own name, with payouts typically one to three business days by bank transfer. The methods page lists every rail.
A named manager from the first call, scheduled reviews, and [email protected] for written answers, described on the support page.
North American listings, with Canadian and US exposure handled inside the portfolio and reported in CAD. Coverage concentrates where liquidity and data quality are strongest rather than stretching to every listing.
Yes. Every action lands in the audit log with its rule, and the monthly statement explains entries, exits, and rebalances in plain language. Your manager can walk through any decision with you.
Stops close positions as their levels hit, drawdown limits pause new entries, and volatility filters shrink sizes. Expect losses in a crash; the rules bound them and remove panic from the response, but no mechanism eliminates them.
Ready to see it applied to your situation? Register and let the setup call cover scope, limits, and honest expectations before any money moves. Start with the form beside this text.