AI Portfolio Discipline

Stop trading blind. See the signal.

Money Coach unifies your crypto, stocks, and FX into one diagnostic. Scan holdings, surface the hidden risks, and execute strategies built for real portfolios.

Institutional-grade clarity for personal portfolios.
Portfolio HealthLive Snapshot
47Critical Exposure
Concentration RiskHigh
Idle Cash DragMedium
Volatility ShockSevere
Strategy EngineAdaptive
S02 DCA LadderArmed
S04 Profit LayersReady
S22 RebalanceQueued
Method

A disciplined loop, not a one-off report.

Money Coach runs as a continuous signal engine. Every scan recalibrates your risk, every alert ties back to a concrete portfolio action.

CadenceAdaptive
CoverageCross-market
Signal LatencyMinutes
01

Scan everything

Upload holdings screenshots and merge every venue instantly.

02

Diagnose exposure

Quantify concentration, volatility, and idle capital drag.

03

Execute with precision

Receive plan-level actions aligned with your risk posture.

Unified LedgerAggregates CEX, wallets, brokerage accounts, and FX cash.
Risk RadarMaps real drawdown exposure with precision scoring.
Strategy PlansTransforms risk into step-by-step action sequences.
Signal FlowPortfolio watch, market alpha, and action alerts tuned to you.
Capital EfficiencyShows how much idle cash is bleeding potential returns.
Adaptive CadenceRebalances when conditions change, not on a static timer.
Signals

Every alert ties to a specific move.

No generic news feed. Only actionable signals driven by your active portfolio and strategy set.

Portfolio Watch

Detects support breaks, profit targets, and risk escalation.

Market Alpha

Highlights oversold and momentum setups in your universe.

Action Alerts

Delivers timing cues for DCA, trailing stops, and rebalance.

Discipline

From chaos to conviction.

Money Coach is built for investors who want to operate with the same rigor as a professional desk, without the noise or the guesswork.

Diagnostic SummaryLatest
Net Worth ClarityAligned
Risk/Reward RatioRebalanced
Execution CadenceActive
Early Access

Build a portfolio you can defend.

Join Money Coach to receive launch updates and early access to portfolio diagnostics and action playbooks.

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