A PORTFOLIO PLATFORM FOR CONVICTION INVESTORS
Fundautic turns investment theses into managed portfolios — AI-assisted research, weight-targeted rosters, and semi-autonomous execution where every order waits for your approval.
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Compose a portfolio around a thesis — five names or fifty. Bands, sleeves, and target weights describe what the fund should be; the platform holds it to that.
An AI research desk reviews the whole roster, hunts for new candidates, and writes per-name briefs on a schedule keyed to earnings — so conviction stays earned, not assumed.
Rebalances and deposits become order batches. Guardrails check cash, position caps, wash-sale risk, and market hours — then everything waits for your tap on Approve.
Fills record themselves. Positions mirror the broker. Prices tick live every five seconds, and performance is measured honestly — flow-adjusted, against SPY.
Plans become orders, orders become fills — through Alpaca's commission-free brokerage API. Autonomy for the bookkeeping, never for the decision.
Dollar caps, cash-only mode, market-hours blocks, wash-sale flags. One switch halts all trading instantly.
Roster reviews, new-name discovery, and deep per-company briefs — powered by Claude, scheduled around earnings.
Run distinct strategies side by side — one shared cash pool, one ticker per fund, clean attribution.
The broker is the source of truth. Daily reconciliation flags anything the books and the brokerage disagree on.
Modified-Dietz, flow-adjusted performance against SPY — deposits never masquerade as gains.