Automated position building for self-directed investors

Position Builder is validating a controlled way to turn long-term investing rules into transparent workflows, so you can build positions without babysitting your brokerage app.

Join the waitlist Open alpha app

Early alpha. Sandbox brokerage workflows only. Not financial advice, not a trading signal service, and no return promises.

Long-Term Equities

Microfolio automation workflow

Strategy set

1Set one strategy for the microfolio

Trigger

2% below average cost

Buy size

$50 per cycle

Schedule

Market open

Cap

$500 per symbol

2Add symbols that fit that strategy

AAPLEligible this cycle

MSFTWatching threshold

VTICap check passed

3Automation runs the microfolio strategy

Position Builder evaluates every symbol in Long-Term Equities against the same strategy settings, then logs the buy, skip, or sell reason.

Strategy is configured at the microfolio level, then applied across the symbols you add.

Each automation cycle records which symbols qualified, skipped, or hit a guardrail.

7 of 13 active investors cited timing trades as frustrating.

5 of 13 cited missed opportunities due to time constraints.

6 of 8 active respondents who answered were somewhat or very interested in automation.

The validation focus

The first version is being tested with investors who already use watchlists, recurring buys, spreadsheets, or manual rules to build positions over time.

Microfolio-level strategy

Create a microfolio, add eligible symbols, then configure one strategy for that whole microfolio.

Every action is inspectable

The product is being built around plain-English activity logs and decision history.

No stock-pick promises

Position Builder is a workflow tool, not investment advice or a return guarantee.

Join the waitlist

Get contacted for discovery interviews, beta access, or product updates. The current goal is learning from real workflows, not selling investment advice.