11.4%
Net annual return of the most active traders, chasing a market that returned 17.9%.
Barber & Odean, “Trading Is Hazardous to Your Wealth,” 2000
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Set your buy, trim, and rebalance rules when you're calm.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 in US-listed equities who hold positions for weeks and longer, not minutes. You set how closely each rule watches. If your brokerage connects, Cetagon works wherever you are.
Today · What needs your attention right now, and nothing else.
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.
It isn't a willpower problem.Decades of studies on real brokerage accounts measure the cost of reacting, and it points one way.
Net annual return of the most active traders, chasing a market that returned 17.9%.
Barber & Odean, “Trading Is Hazardous to Your Wealth,” 2000
How much more often investors sell their winners than their losers, banking small gains while losses run.
Odean, “Are Investors Reluctant to Realize Their Losses?,” 1998
How much more overconfident investors trade. The extra activity lowered their net returns, it did not raise them.
Barber & Odean, “Boys Will Be Boys,” 2001
Every claim we make about how investors behave comes from peer-reviewed studies, not our opinion. The whole library is open, so you can read it before you decide.
Draft a rule with a clear mind. The AI flags the weak spots before you commit, then Cetagon checks it at the interval you chose, 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 entries, exits, sizing, how far holdings can drift from target, when one holding gets too big, and how far the portfolio can fall.
A short note, suggested patches as a diff, and the historical periods where the threshold would have fired. Accept, edit, or reject each, your rule stays yours.
Choose intraday or end-of-day checks. 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.
The fundamentals, not just the chart.
Let the rate backdrop gate your moves.
Act around the events that move a holding.
The shape of the whole book, not one ticker.
Respond to what the broad market is doing.
The examples above are a sample and the readings shown are illustrative. Your rules can compare any of 140+ signals with a number, a moving average, or a benchmark, trigger on crosses, streaks, or a sustained breach, and combine several into one composite score.
Start from a strategy program, a rule template, or a factor score. Tune the 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.
AI critique and backtests on every rule. Deeper history and stress scenarios.
Weight shifts, one holding getting too big, and sector overlap are swept intraday or after close, on the cadence you choose 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.
Cetagon reconciles what your rules asked with what your brokerage account actually shows: honored, overridden, and what each override cost or saved. Above the month you are reading sits the same record over twelve months, and the rule you break most often. The notes you leave come back beside the outcome.No broker earns money showing you this.
June 2026 · My Record
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.”
Every plan watches every rule you write. What changes is who reviews them.
Your accounts, your rules, watched. You are the reviewer.
or $99/year, save $9
Card required · renews until canceled
Everything in Basic, plus the AI reviewer that argues with your rules using your own numbers.
or $299/year, save $49
Card required · renews until canceled
Everything in Plus, with the depth to prove a rule and the record to prove you kept it.
or $399/year, save $69
Card required · renews until canceled
Set the entries, exits, holds, and risk limits you already believe in. Then let Cetagon bring them back when it matters.