Set your buy, trim, and rebalance rules before the market tests them.Cetagon watches your portfolio and brings each one back the moment it triggers, so you decide with a clear head, not a racing one.
For self-directed investors who hold US-listed stocks beyond the trading day.
Overrides are predictable, not a failure of willpower. They arrive in the same three moments, and decades of studies of real investors measure what they cost.
Your rule · Mar 2
Trim NVDA
The threshold you set when calm moves when it is tested.
A candle feels different, so the plan gets set aside.
Without edges, the portfolio keeps pulling you back in.
Net annual return of the most active traders, chasing a market that returned 17.9%.
How much more often investors sell their winners than their losers, banking small gains while losses run.
Lost each year by fund investors to the timing of their own trades. Less in funds that rebalance on their own.
Draft a rule with a clear mind. The AI flags the weak spots before you commit, then the rule comes back the moment your own threshold is crossed, so pressure never gets the last word.
Describe what matters in plain language, or ask what the assistant can watch when you are not sure of the words. Set when to buy and when to trim, how far holdings can drift from target, when one holding gets too big, and how far the portfolio can fall.
It reads your rule's backtest and writes a short note: how often the rule would have fired, and where it did worst. It won't choose the fix. You decide what changes, and the assistant can make the edit for you to check before you save.
When a threshold is breached, you get a precise alert that resurfaces the rule you wrote, with the context behind it, a reminder of your own plan, not noise. You decide what happens next.
Not a watchlist you keep up to date by hand. Link the account you already trade in and your holdings arrive on their own, from any of 37 brokerages.
Schwab
Vanguard US
Interactive Brokers
Wealthsimple
Chase
TD Direct Investing
AJ Bell
BMO InvestorLine
CIBC Investor's Edge
CommSec
Edward Jones
eToro
PNC
tastytrade
TradeStation
Trading 212
Upstox
Webull Canada
Zerodha
Fidelity
Robinhood
Questrade
E*TRADEWebull US
Public
Alpaca
BUX
Citi
Empower
Moomoo
Stake AUS
TIAA
Tradier
Transamerica
US Bank
Wells FargoMost tools ping you when a stock moves a few percent.Cetagon lets your plan watch the whole picture: valuation, macro rates, earnings, trend, and your portfolio's own risk. Describe the condition and it becomes a rule. Not sure how to say it? Ask what is available and the assistant walks you through it.
The technicals you already follow.
Let the rate backdrop gate your moves.
The shape of the whole book, not one ticker.
The examples above are a sample and the readings shown are illustrative. Your rules can compare any of 160+ signals with a number, a moving average, or a benchmark, trigger on crosses, streaks, or a sustained breach, and combine several into one custom indicator.
Start from a strategy program, a rule template, or a custom indicator, then choose your own stocks and thresholds. Add custom logic when your plan needs ATR stops, take-profit rules, momentum filters, volume checks, or a specific ticker watch. A dozen of the patterns the library covers:
Keeps a trend rule from becoming a gut call. Fires when a market proxy crosses the moving-average boundary you chose.
A position passes your cap.
One sector outgrows its target.
The whole book crosses your limit.
Your review date arrives.
Portfolio and sector rules on Plus, and backtests and stress scenarios on Pro.
Weight shifts, one holding getting too big, and sector overlap are swept on the cadence you set for each rule.
Run any rule against historical data before it's active: alert counts, simulated actions, and return impact. See how it would have behaved before you turn it on.
When your own rule flags a rebalance, trim, add, or exit for your review, Monte Carlo scenarios run against it first, so you weigh a range of outcomes, not urgency, and decide for yourself.
Do it all by hand, hand it all to an AI, or keep the decisions, with your rules watching and the AI checking your blind spots.
My Records brings back the rules you chose and what your connected accounts show you did, with your reasons beside the outcome, on every paid plan. Transactions holds the broker activity behind that history.No broker earns money showing whether you kept your own rules.
June 2026 · My Records
What overriding your rules cost you
$1,860
Across 2 overrides, valued at the close on the day each rule fired.
Signals honored
7 / 9
1 honored late
Trailing 12 months
84%
31 / 37 honored
Honored rate by month
Jul to Jun
The rule you break most
Last 12 months
Trim anything above 25% of the portfolio
Overridden 3 of the 5 times it fired, an estimated $2,300 against you.
Your note at the time: “Felt like it had another leg, held on.”
Core watches simple rules. Plus adds natural-language and compound rules. Pro tests your rules against history. Every plan keeps your decision record.
Start with a simple rule of your own.
or $189/year, save $39
Card required · renews until canceled
Build rules around your own strategy.
or $389/year, save $79
Card required · renews until canceled
Test your rules before you trust them.
or $589/year, save $119
Card required · renews until canceled
Every claim on this page about how investors behave comes from published research, not our opinion. Read the evidence library →
Set the buy, trim, and rebalance rules you already believe in. Then let Cetagon bring them back when it matters.