| 🧩 | Registration will setup Pipeline, Benchmarks and Account, it will enable all available strategies. |
| 🧭 | Plan your portfolio by modifying the following: |
| | | 🏷️ | % Allocations for Sectors | | 💰 | Maximum Trading Amount, Lot Size and Approval Preference for the Strategies (We will recommend based on your Risk Appetite). | | ⚖️ | Rebalancing and Allocation Preferences, Risk Appetite, Intraday Approval Rules for Accounts | | 🔗 | Research Links that will be enabled for each Instrument in Pipeline or in Live Account. | |
| 🧠 | Let the system automatically create the pipeline of US Stocks, ETFs and Options for you based on the algorithms coded for the strategies. These algorithms use Fundamental, Technical and Qualitative analysis. |
| ✅ | Based on your approval settings for the Strategies, algorithms will either seek approval or automatically place trades in the Live (i.e. measured) account. |
| 📈 | System will continuously measure and inform the Risk, Performance and Technicals for Positions and Accounts. |
| 🔄 | Based on rebalancing settings for the Account, algorithms will do auto rebalancing for Strategies. |