NEWFrom a holdings list — turn any factsheet into a ruleRead more →

Your portfolio, co-piloted.

Voltu is the AI co-pilot that proposes, explains itself, and waits — then keeps the receipt.

Returns come from discipline. Managing risk, executing consistently, keeping a steady head — most of what makes investing pay is not the picking. It's the part people forget when the market gets loud. Voltu doesn't.

Risk management

Position caps, per-order limits, a never-do list. Enforced at approval, not suggested — and every breach it stopped is in the journal.

Consistent execution

The same rule, every night, the same way. It does not skip a check because the day was ugly, and it does not add one because the day was good.

Temperament

It proposes and waits. Nothing is chased and nothing is panic-sold; you decide once, with the reason and the numbers in front of you.

An AI that proposes, explains itself, and waits. Voltu reads your portfolio the way a good analyst would, prepares the trade, shows you the reason and the numbers, and asks. How much it may do on its own is a dial you set — per strategy, capped where it matters.

Needs you

Trim NVDA back to your 12% cap

It has run to 15.4% of the account. Selling 24 shares brings it back to your limit and books $3,180 of gain.

Est. proceeds
$4,412
Tax impact
$698
Guardrail
Position cap 12%
ApproveDecline

A reason, in English

Not a confidence score. The sentence a person would have said to you across a desk — with the numbers behind it and which of your limits made it fire.

JournalToday
You approved · Sell 24 NVDAReason: position cap 12% · filled
Thesis check · DUKYield 5.8%, above your 5.5% floor · holds
Guardrail tightenedMax order $25,000 → $20,000 · immediate
You declined · Harvest PFE lossReason: wrong time · snoozed 30d
Situation ResponseGulf strike · notified only

Every decision keeps its receipt

Approvals, declines, reasons, fills, guardrail changes — one ledger, and whether each turned out right. Six months on, “why do I hold this?” has an answer.

3proposals waiting on a decision
$22,000idle for 34 days · T-bills pay 4.8%
0guardrail breaches · 12 checks today

One view of what needs you

Not a dashboard of dashboards. What's waiting, what's idle, and what it checked while you were away — then it goes quiet.

Set how much it may do. Then watch it earn more.

Autonomy is a dial, not a switch — set per strategy, and capped where it matters. Nothing reaches Execute on day one.

Set the dial

Off, Notify, Propose, or Execute. Each strategy has its own, and some are capped — a strategy that reacts to news can never be turned past Propose.

Set the guardrails

Position caps, order limits, blocked symbols. Tightening is immediate. Loosening waits 24 hours, and the old limit holds throughout.

Let it earn discretion

Every strategy starts in paper, then Propose. You hand it money only after you've watched what it would have done.

Autonomy for Position capsPrepares the order. Waits for you.

This is the real control. Execute stays locked until you've decided one proposal yourself — that's the rule in the product, too.

What a chatbot can't do.

Each of these needs your positions, your prices and your history at once — which is why they belong in a platform and not a plugin.

Thesis & kill criteria

Write why you hold it and what would prove you wrong. Voltu says the day a condition stops being true — not the day the price falls.

The behavioral mirror

Your own patterns — what you sell early, what you double down on — read from your filled orders. It states what happened and stops. No score, no streak.

Since you last looked

What changed while you were away, and only that. Quiet when nothing did — it will not become a daily habit, by design.

From a holdings list

Point it at a factsheet, a page, or pasted tickers. It finds what the holdings share and whether a simple rule would have picked them — or says, honestly, that nothing does.

Commitments

What Voltu will never do.

Not settings. Not defaults. These are how it's built, and you can check every one.

Place an order without a proposal you can read.

There is no code path for it — only prepare_order. A model behind the chat cannot bypass the proposal even if it tries.

Reach Execute on day one.

Every strategy starts in paper, then Propose. It earns discretion by showing you what it would have done.

Let a news-reactive strategy trade alone.

Situation Response is capped at Propose in the interface and again in the handler.

Loosen a guardrail instantly.

Tightening is immediate. Loosening waits 24 hours, and the old limit holds the whole time.

Take payment for order flow.

Or a spread you can't see. We're paid for strategies, not trades — every revenue line is on your statement.

Turn your behavior into a streak.

Scores and streaks change behavior by making people trade more. The mirror tells you what happened; it never gamifies it.

Pricing

Paid for strategies, not for trades.

The moment a platform earns more when you trade more, its incentives stop being yours. So none of our revenue does.

Free

Your own strategies, the Builder, positions, orders, the journal, and Voltu itself.Everything you need to run your own money with a co-pilot.

Flat

Voltu's models — a monthly fee per model you subscribe to.Priced so it doesn't scale with the size of your account.

Percent

Risk-managed models Voltu actively runs.The only line that grows with your money — because the responsibility does.

Rates published at launch.

Co-investing with AI, on terms you set.

Not ready to sign up? Run your portfolio through the analyzer — paste what you own, see it against the index. No account needed.