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
Set your entry, exit, and risk 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 long-term and swing investors in the US, Canada, Europe, Australia, and India, focused on US equities.
cetagon/today
Today · What needs your attention right now, and nothing else.
The Real Cost
The tools aren't the problem.The moment you override your own checklist is.
The First Check Starts Negotiating
You open your brokerage and the market immediately tries to renegotiate the rules you wrote when you were calm.
Stress-Trading on Gut Feelings
A dip turns into a panic sell. A rally turns into a chase. A planned stop, trim, or add gets moved because this candle feels different.
The Review Window Never Closes
Whether you hold for years or swing for weeks, the portfolio can keep pulling you back unless your checklist has edges.
It isn't a willpower problem.Decades of studies on real brokerage accounts measure the cost of reacting, and it points one way.
1.5×
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
45%
How much more men trade than women, driven by overconfidence, not by better returns.
Barber & Odean, “Boys Will Be Boys,” 2001
The proof isn't testimonials. It's the research.
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.
Barber & Odean · Overtrading (2000)Odean · Disposition effect (1998)Gneezy & Potters · Myopic loss aversion (1997)Barber & Odean · Overconfidence (2001)Sicherman et al. · Ostrich effect (2016)Li et al. · AI vs. buy-and-hold (2025)
How It Works
You write the rules. The AI critiques them. They run on your cadence.
Draft a rule with a clear mind. The AI flags the weak spots before you commit, then Cetagon checks it intraday or after close, so pressure never gets the last word.
Step 01
Write a rule
Describe what matters in plain language or pick from presets. Set entries, exits, sizing, how far holdings can drift from target, when one holding gets too big, and how far the portfolio can fall.
Step 02
The AI critiques it
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.
Step 03
Run it on your cadence
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.
The Signals
Build rules on 140+ signals, not just price.
Most 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. If you can describe the condition, you can make it a rule.
Trend & momentum
Time entries and exits on the technicals you already follow.
RSIMACDSMA 50 / 200ATR stopsBollingerADX52-week highMulti-week returns
Valuation & quality
Buy and trim on the fundamentals, not just the chart.
P/EPEGEV / EBITDAMarginsROEDebt / equityBuyback yieldP/E vs. sectorP/E vs. 5Y avgYield vs. sector
Macro & rates
Let the rate and inflation backdrop gate your moves.
Fed funds10Y & 2Y TreasuriesYield-curve inversionCPIPCECredit spreadsOilGold
Earnings & income
Act around the calendar events that actually move a holding.
Earnings surpriseAnalyst upgradesEx-dividend datesDividend-growth streaksDays to earnings
Portfolio & risk
Watch the shape of the whole book, not one ticker.
Drift from targetVolatilityBetaCorrelationSector capsHoldings countPair correlation
Index & regime
Respond to what the broad market is doing.
VIXIndex drawdownDays since a 3% dropDistance from index high
The examples above are a sample. 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.
The Library
29 templates, ready to run
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:
200-Day MA Rotation
01Keep trend rules from becoming gut calls.
Fires when
A market proxy crosses the moving-average boundary you chose.
RSI Mean Reversion
02Turn oversold entries into a rule, not a hunch.
Fires when
A ticker or market proxy reaches your oversold threshold.
Dual Momentum
03Rotate only when the ranking rule says to rotate.
Fires when
The strongest eligible asset changes on your review cadence.
Weight Shift
04Keep your allocation close to your plan.
Fires when
Any holding's weight moves beyond your target.
One Holding Too Big
05Catch a single position before it dominates.
Fires when
Any holding exceeds your set percentage cap.
Sector Balance
06Catch a sector imbalance before it pulls you off plan.
Fires when
One sector grows past your target weight.
Position Drop Alert
07Know when a position drop needs attention.
Fires when
A holding drops from its trailing peak by your chosen threshold.
Portfolio Drawdown
08Separate portfolio-level risk from single-position noise.
Fires when
Your whole portfolio drawdown crosses your chosen limit.
Price Drop
09Buy the fear, not the panic.
Fires when
A holding drops by your defined percentage.
Dividend Event
10Never miss a payout decision.
Fires when
A holding approaches its ex-dividend date.
Earnings Event
11Prepare, don't react.
Fires when
A holding approaches its earnings release.
Scheduled Rebalance
12Discipline on a calendar.
Fires when
Your chosen review date arrives.
Swipe for more patterns →
The Evidence
Pressure-test every rule before you commit.
AI critique and backtests on every rule. Deeper history and stress scenarios.
01Plus
Structural risk watch
Weight shifts, one holding getting too big, and sector overlap are swept intraday or after close, on the cadence you choose for each rule.
02Plus
Backtested rules
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.
03Pro
Stress-tested actions
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.
The Choice
Three ways to run a portfolio.
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.
By hand
Manual
You decide under pressure, in the moment
Driven by fear, FOMO, and the last headline
Runs on gut feel and whatever you remember
Watches charts in every spare moment
Optimizes for doing something to feel in control
Hands off
AI Agent
It decides for you, and you hand over the trigger
Driven by a black box you can't see into
Overfits the past; breaks when the regime shifts
Outsourced entirely, and you're out of the loop
Optimizes for activity, because activity looks like work
You stay in control
On your rules
Cetagon
You decide, on rules you set with a clear mind
Fires only when your own threshold is crossed
Rules you can backtest; the AI flags overfitting
Bounded review on the cadence you choose
Optimizes for sticking to the plan you set
The Report
See what your discipline was worth.
Every month, Cetagon reconciles what your rules asked with what your brokerage account actually shows: honored, overridden, and what each override cost or saved. The notes you leave when you override come back beside the outcome.No broker earns money showing you this.
June 2026 · Monthly Report
ProSignals honored
7 / 9
1 honored late
Override cost
$1,860
EOD-close estimate
Trailing 12 months
84%
31 / 37 honored
HonoredTRIM AAPL ×25 · Jun 3observed Jun 3
OverriddenSELL 40 NVDA · Jun 14$1,120
Your note at the time: “Felt like it had another leg, held on.”
Reconciled against your linked brokerage, observed, not self-reported.
Pricing
Pricing that scales with your discipline.
Use a single rule first. Enforce more as you're ready.
Starter
Watchlist rules with AI critique, feel the discipline loop before you connect anything.
$0
Start free
Free forever · no card required
- 3 active rules on 10 tickers
- 10 AI rule critiques per month
- In-app and email alerts
- Your rules and history stay yours
Plus
The complete discipline loop: AI critique, backtests, and all your accounts.
$24/ month
or $240/yr, 2 months free
Start 14-day free trial
14-day free trial · card required · cancel anytime · renews until you cancel
- Unlimited brokerage accounts
- Daily portfolio sync
- AI rule critique on every rule
- Unlimited rules and alerts
- Backtest your rules (1-year window)
- Allocation and sector dashboard
Pro
Popular
Everything in Plus, with the depth to prove a rule, and the monthly receipt for keeping it.
$39/ month
or $390/yr, 2 months free
Start 14-day free trial
14-day free trial · card required · cancel anytime · renews until you cancel
- Everything in Plus
- Monthly discipline report: honored vs overridden, with the dollar cost
- 25-year historical backtests
- 2008, COVID, Dot-Com, and 2022 stress tests
- Monte Carlo what-if projections
- 3x daily alert budget
Your portfolio doesn't need constant negotiation. It needs rules.
Set the entries, exits, holds, and risk limits you already believe in. Then let Cetagon bring them back when it matters.
FAQ