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AI-powered market analytics

Precision insight, taken Above & Beyond

Two AI models read gold, indices, and equities across six global markets — turning live market data into clear, precise insight, with the rigour of a quant desk. Built for investors who expect more from the markets they follow.

Schedule a Discovery Call Explore the engines
  • 6 global markets
  • 6 broker integrations
  • 2 AI engines
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Connects to the brokerage you already trust — Saxo, Interactive Brokers, Zerodha, Angel One, Upstox, and Fyers.

Saxo Interactive Brokers Zerodha Angel One Upstox Fyers

How it works

From data to decision in three deliberate steps

  1. Step 01. Set your focus

    Pick a model, choose your markets, and tune the parameters that matter to you.

  2. Step 02. Connect your broker

    Optionally link your existing broker to act on what you see — your capital and custody never leave your control.

  3. Step 03. Read the signals

    Atlas and Falcon analyse the markets around the clock and surface clear, timely insight — you stay informed, not occupied.

The engines

One precision, two temperaments

Every Wealthoak AI model runs on one of two engines. Choose the temperament that matches your mandate — or hold both, weighted to your conviction.

Atlas

Slow & steady

A patient, low-noise read on the trend — favouring durability over drama.

  • Style Patient trend-following
  • Pace Measured, low turnover
  • Volatility target Lower
  • Typical horizon Weeks to months

Falcon

Aggressive & steady

Higher-conviction, opportunistic — precise where it counts.

  • Style Opportunistic momentum
  • Pace Faster, higher turnover
  • Volatility target Elevated, risk-controlled
  • Typical horizon Days to weeks

Both engines are held to the same precision and the same custody model — they differ only in temperament.

Global reach

Six of the world’s great markets,
one precise intelligence.

Atlas and Falcon analyse the United States, United Kingdom, China, Japan, India and Hong Kong — across gold, silver, indices and equities, surfacing insight while the world keeps turning.

Drag to explore
  • United States New York
  • United Kingdom London
  • China Shanghai
  • Japan Tokyo
  • India Mumbai
  • Hong Kong Hong Kong
Asset classes
GoldSilverIndicesEquities

Tailored to you

Risk, defined on your terms

Wealthoak adapts to your appetite, not the other way around. Set the boundaries; the engines respect them on every trade.

  • Boundaries enforced on every order, automatically.
  • Adjust, pause, or revoke at any moment — you remain in command.

Settings shown are illustrative. Figures are for demonstration only and are not investment advice.

Mandate

Risk profile

Risk appetite Balanced 50 / 100
  • Capital allocation How much you put to work 40%
  • Maximum drawdown The loss limit you will not cross 12%
  • Market exposure Which markets and assets are in scope 4 of 6 markets
Pause or kill-switch every position — instantly, in one step.

Tested against history

Proven against decades of markets

Before a single live trade, every engine is tested across the moments that defined modern markets — the crashes, the rallies, and the long, quiet stretches in between. Results shown are backtested and illustrative.

Illustrative backtested equity paths for 2008 Global Financial Crisis.

2008 Global Financial Crisis

Deleveraging shock and a system-wide repricing. Both engines step out of the deepest leg, then re-enter as the market bottoms — Atlas patiently, Falcon with conviction.

Illustrative equity paths. See exactly how Atlas and Falcon would have behaved before any capital is at risk.

Hypothetical, backtested results — provided for illustration only, not investment advice.

Security and control

Your capital never leaves your hands

Wealthoak surfaces the data and signals; every decision and every order remains yours, through your own broker. You keep custody, control, and full visibility throughout — security is the default, not an upgrade.

  • Your custody

    Funds stay in your own brokerage account, always.

  • Encrypted access

    Bank-grade encryption in transit and at rest.

  • Read-and-trade only

    We place trades through broker OAuth — no withdrawal rights, ever.

  • Full audit trail

    Every action logged, time-stamped, and reviewable.

  • Revoke anytime

    Disconnect access in a single step, with 2FA and granular controls.

  • Segregated by design

    Your mandate is permissioned and isolated from every other.

Built to institutional standards — your password is never seen, your money is never moved.

Illustrative performance

Numbers that reflect the precision

A snapshot of how the engines have behaved in backtesting across global markets. Figures are illustrative placeholders for demonstration.

  • Annualised return

    18.6%

    Backtested

  • Maximum drawdown

    9.2%

    Peak to trough

  • Profit factor

    1.87x

    Gross gain / gross loss

  • Win rate

    61%

    Profitable trades

  • Years backtested

    15

    Across global markets

Build your portfolio

Build a portfolio, your way

Choose an AI model, set your risk, and select the markets and asset classes you want to follow. The summary updates as you go — a calm, precise illustration, not a recommendation.

AI model

Capital preservation, patient trend-following, lower volatility.

Risk level Balanced
Markets 4 selected
Asset classes 3 selected
Capital $ 5,000,000

A private conversation

Take your capital Above & Beyond

Schedule a discovery call and see how Wealthoak’s two AI models turn live market data into a decisive, real-time edge.

Schedule a Discovery Call

Prefer to speak first? Talk to us at info@wealthoak.ai

Operated by Wealthoak Advisory LLP · You trade through your own brokerage. All performance figures shown are backtested and illustrative — not investment advice.