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Strategies

From investment ideas to living strategies.

A Strategy applies your mandate in a managed portfolio. An agent runs it over time: researching, deciding, recording, and revising the approach as results come in. Run as many as you want on paper, and connect a broker to go live.

Run ideas in parallel

Hundreds of strategies, each with its own mandate, schedule and recorded decisions. Paper portfolios make every idea testable.

Agents manage and improve

The agent revisits its mandate as performance comes in, revises the approach, and records why. Every revision is reviewed independently and versioned.

Expand across markets

Apply an idea that works to other markets and asset classes: stocks, ETFs, bonds, crypto and funds across US, UK, Europe and India on paper.

Go live through your broker

Connect a supported broker or execution management system and run a strategy live under the same mandate. Every live trade requires your approval before it is placed.

The strategy runs perpetually A live Itoflow strategy: one-year performance chart with every trade marked on the price path, benchmark comparisons, and the current holdings with entry prices and P&L
A perpetually running automated strategy: the full price path with every trade marked where it happened, and the current book underneath. The chart is the recorded result of the agent’s own decisions.
Every decision is on the record The Decisions tab of a strategy: hold and rebalance decisions with stated reasoning and confidence levels, above the standing conditions that trigger the next execution
The agent states what it did and why, with a confidence level, at every step. Standing conditions decide when it wakes next: a schedule, a drawdown limit, or a move in a name it holds.
The analytics behind every revision A strategy overview with portfolio value, Sharpe and drawdown measures, alpha against SPY, and a factor decomposition of portfolio risk
Sharpe, drawdown, alpha against SPY and a factor view of where the risk sits. This is the evidence the agent reads when it revises the mandate, and it stays open for your review.

Start with Research.

Try Research