Features
Reach your investment goals through structured decision-making
Plan → Execute → Measure → Improve
Powerful tools designed to support a clear, repeatable investing process.
Everything inside Investor Pilot exists to help you plan with purpose, act with discipline, and review with clarity.
Plan With Clarity
Clear goals create better decisions. Investor Pilot helps you define what you’re investing for, understand the return required to reach
it, and align risk with your timeframe and comfort level. Instead of reacting to markets, you begin with intention.
- Goal planning engine
- Required return calculators
- Risk profiling
- Contribution planning
- Time horizon modelling
Strategy Buckets
Every investment should have a reason. Strategy Buckets allow you to define investing styles and assign trades accordingly, so you always understand the “why” behind your decisions. This creates structure, accountability and clearer performance insight.
- Define investing styles
- Assign trades to strategy types
- Track performance per strategy
- Understand "why" behind trades
Measure What Matters
Performance only becomes meaningful when it’s measured correctly. Investor Pilot lets you view results by goal, strategy and account — not just total portfolio value — giving you clarity on what’s working and where adjustments may be needed.
- Portfolio performance by goal
- Strategy-level analytics
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Stay Consistent (Close the Loop)
Consistency is where long-term results are built. Investor Pilot supports disciplined behaviour through alerts, structured reviews and performance insights that help you stick to your plan — even when markets test it.
- Alerts tied to strategy rules
- Review Prompts
- Trade Journalling
- Market Signals
- Learning Recommendations
Education Integrated
Understanding improves decision-making. Instead of separating learning from action, Investor Pilot embeds explanations, definitions and model insights directly into your workflow, helping you strengthen judgment while you invest.
- Contextual education
- Definitions inside workflow
- Model explanations