Automated Portfolio Platform
Curated automated
portfolios for stocks
and ETFs.
Paper-tracked today. Crypto sleeves are a roadmap concept — not currently offered.
Choose a product, select a risk tier, start in paper, and monitor the system with proof—not guesswork.
Product
Core Equity
Stocks & ETFs
Risk Tier
Balanced
Exposure cap 75%
Exposure
68%
of policy cap
Regime
Risk-On
Active
Alerts
0
Active
Proof Status
Policy v2.1.4 · Today 09:31 UTC
Equity Curve · Preview
Public site shows product-level previews only.
Paper-mode reporting sits inside the app. Not live trading. Not proof-grade.
Products
Choose a product, not a pile of settings.
Current interim product structure. Each product is pre-packaged, risk-tiered, and monitored through the same governance layer. Paper-tracked today — live execution, crypto sleeves, and options overlays are roadmap concepts, not current offerings.
Core Equity
Stocks · ETFs
Regime-aware long-only equities designed to participate in stronger market conditions and reduce exposure in weaker ones.
- ETF-first, cash state allowed
- Conservative / Balanced / Aggressive
- Drawdown brakes + exposure caps
- Paper-tracked, daily proof monitoring (not live)
Growth
Stocks · ETFs · Crypto (roadmap)
Core Equity plus a planned opt-in crypto sleeve (roadmap concept — not currently offered), designed around clear caps and separate monitoring.
- Includes Core Equity
- Planned crypto analytics (roadmap)
- Planned sleeve caps + faster de-risking
- Crypto sleeve not currently offered
Requires Crypto sleeve is a roadmap concept and is not currently offered.
Pro
All Products · Advanced Controls
Multi-product access with advanced analytics, portfolio-level controls, and deeper proof monitoring for serious users.
- All products (excl. Overlay add-on)
- Advanced proof monitoring
- Portfolio-level controls
- Priority support
Income Overlay
Options · Covered Calls · CSPs (roadmap)
A planned add-on overlay (roadmap concept — not currently offered) for covered calls and cash-secured puts on approved holdings. Income enhancement, not core engine.
- Add-on, not a standalone product
- Income enhancement
- Options approval required
- Overlay analytics included
Requires Roadmap concept — not currently offered. Would require an eligible account and broker options approval (Level 1+). Not available on Paper tier.
How it works
From product selection to paper-mode monitoring
Choose product
Pick Core Equity, Growth, Pro, or add the Income Overlay.
Choose risk tier
Conservative, Balanced, or Aggressive. Each changes exposure caps and brakes.
Connect account
Link your Alpaca account. No manual configuration required.
Start in paper
Validate behaviour, alerts, and monitoring in simulation. Paper mode is the current product.
Monitor proof in paper mode
Daily proof monitoring runs automatically. Live execution is a roadmap step and is not currently offered.
Risk Tiers
Choose your risk tier.
Each tier changes what the system does — not just a label. Exposure caps, drawdown brakes, and time in cash all adjust.
Balanced
Moderate participation with controlled drawdown. Suitable for investors who want market exposure with meaningful protection during downturns.
| CONS. | BALA. | AGGR. | |
|---|---|---|---|
| Exposure cap | 50% | 75% | 95% |
| Drawdown brake | –8% | –12% | –18% |
| Time in cash | High | Moderate | Low |
| Concentration | Low | Medium | Higher |
| Crypto sleeve | — | roadmap | roadmap |
| Overlay eligible | — | roadmap | roadmap |
Governance
Automation is useful.
Governance makes it trustworthy.
Most platforms emphasise automation. ProofSleeve also shows the controls and state behind it.
- Exposure caps — maximum gross exposure per tier and per sleeve
- Drawdown brakes — automatic de-risk when portfolio loss threshold is hit
- Giveback / handbrake logic — staged exits as drawdown deepens
- Intervention log + policy versioning — every control change is recorded
Proof Monitoring · Daily Record
Simulation overview
Simulated portfolio behaviour
High-level portfolio and sleeve paths only. No holdings, ticker exposures, trade logs, or signal-level breakdowns are shown.
Max drawdown
4.70%
Preview window
Realized volatility
0.69%
Preview window dispersion
Turnover band
Modelled range
Sleeve/portfolio level only
Fee/slippage assumptions
Assumption range
Public summary only
Preview window range
5.49% – 25.46%
Cumulative path range
Public chart shows aggregated sleeve and portfolio preview only. In-app reporting is paper-mode only today — not live, not audited, not proof-grade.
Simulated preview. Assumption-driven. Not actual client account performance.
Platform preview
See the platform the way operators do.
Portfolio Analytics · Preview
Equity curve
Max drawdown
Gross exposure
Cash %
Full reporting available inside the authenticated platform only.
Pricing
Simple pricing. Product-tier based.
Start in paper for free. Move to live when the system behaviour makes sense to you.
£0/mo
Free forever
Best for: First-time users
Try the system in simulation. Full paper trading, product previews, and basic analytics. Live trading is not currently offered.
- Paper trading (simulation)
- Core Equity access
- Conservative + Balanced tiers
- Basic analytics
- Proof dashboard view
£49/mo
Billed monthly
Best for: Most investors
Automated stocks and ETF portfolios with full risk profiles and proof monitoring. Live execution is a roadmap step — paper-tracked today.
- Core Equity — paper-tracked
- All 3 risk tiers
- Live broker execution (roadmap — not currently offered)
- Standard analytics
- Proof dashboard
£99/mo
Billed monthly
Best for: Growth-focused users
Adds higher-upside portfolios on top of Core Equity. Crypto sleeve is a roadmap concept — not currently offered.
- Core Equity + Growth sleeve
- Crypto access (roadmap concept)
- Advanced analytics
- Aggressive tier unlocked
- Enhanced monitoring
£179/mo
Billed monthly
Best for: Power users
Full platform access for serious investors who want deep analytics, advanced controls, and priority support.
- All products (excl. Overlay)
- Advanced proof monitoring
- Portfolio-level controls
- Deep analytics
- Priority support
Income Overlay — Add-On
Roadmap concept — not currently offered. As designed: covered calls, cash-secured puts, and collars on approved holdings as an income enhancement for Core, Growth, or Pro plans.
Roadmap concept · Would require eligible account and options approval Level 1+ · Not available on Paper
+£39/mo
Add OverlayRisk Disclosures
- Capital is at risk. The value of investments can go down as well as up.
- Past or simulated performance does not guarantee future results.
- Paper trading results differ from live trading due to slippage, market impact, and execution factors.
- Crypto assets involve high volatility and may not be suitable for all investors.
- Options are complex instruments and are not suitable for all investors.
- Product availability depends on broker permissions and account eligibility.
FAQ
Common questions.
Start in paper.
Move to live when the behaviour makes sense.
See curated products, choose a risk tier, and monitor the system with proof—not guesswork.