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Wealthoak.ai

Autopilot

The engines act. You stay in command.

With autopilot engaged, Atlas and Falcon place, manage, and close positions on your own brokerage account, where the integration, account permissions and market session support execution.

Why Trust Our Technology?

Your Capital Is Sacred.
So Is Our Credibility.

Your wealth deserves more than assurances. It deserves transparency you can examine, research you can independently scrutinize, and control you never have to surrender. At Wealthoak.ai, trust isn’t something we ask for. It’s something we work to earn.

01 Transparency

Publicly available reports

The world’s most advanced and sophisticated investment technology should have nothing to hide. Explore our publicly available research and investment reports. Download the documentation, examine our methodology, and evaluate the evidence independently.

Explore the library

02 Evidence

Tested on 25 years of market data

Our quantitative technology has been evaluated against 25 years of historical market data, examining performance across different market conditions.

Read the methodology

03 Custody

Money stays in your account. Always.

Your funds and securities remain with your connected broker, not Wealthoak.ai. Our technology executes through supported brokerage integrations without taking custody of your investment capital.

Review custody & evidence

The terms

Autonomy, inside absolute boundaries.

The engines move fast. They never move outside what you have authorised.

The control plane

Four controls to confirm before use.

  • Pause

    Confirm how pausing affects new orders, working orders and open positions. A pause should not be assumed to close existing exposure.

  • Limits

    Confirm which sizing and exposure limits are implemented, configured and enabled for the selected account.

  • Access

    The broker connection can place and manage trades, nothing else. No withdrawal rights, revocable at your broker at any time.

  • Record

    Ask which submission, acknowledgement, fill and reconciliation events are available in your account records.

The console above is illustrative. Wealthoak provides automation tooling only, not investment advice or money management. Trading carries substantial risk of loss, and automated execution can compound losses as efficiently as gains.

A more considered approach
starts with a conversation.

Schedule a Walkthrough

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

Operated by Wealthoak Advisory LLP