Articles
Clear thinking for rules-based investors.
Practical essays on strategy automation, risk controls, Plaid-powered portfolio workflows, and research that keeps portfolio decisions grounded.
How to Reconcile a Brokerage Feed Against Your Account Statement
Your connected feed and your broker statement disagree on cash, basis, and a few trades. Here is which record governs, the exact fields to compare in order, and what to do when a difference will not resolve.
Read articleSettled Cash or Buying Power: Which Denominator Sizes a Position
Your broker shows account value, settled cash, cash available to trade, and buying power on one screen. Here is which figure belongs in the denominator of a position-size limit, and why buying power loosens the rule.
Read articleHow to Document Position-Sizing Rules Before a Winner Grows
A way to write position-sizing limits before one holding dominates your account: fix the cap, the measurement basis, the review trigger, the trim procedure, and the tax and eligibility checks that run first.
Read articleHow to Use AI Research as a Trade Gate, Not the Decision
A gate model for self-directed investors: let AI summarize documents, restate your written rules, and raise flags that can delay a trade, while sizing, order entry, and the final decision stay with you.
Read articleWhat to Review Before Connecting a Portfolio Workflow to a Brokerage Account
A pre-connection review for self-directed investors: check the firm, limit the access scope, read the privacy terms, and reconcile one full period of imported data before your rules act on the feed.
Read articleChoosing Order Types for a Rules-Based Exit in Volatile Markets
How to turn a written exit rule into a specific order instruction, choosing between market, limit, stop, and stop-limit orders by deciding which failure you are willing to accept on a fast-moving day.
Read articleHow to Write a Rebalancing Rule: Calendar, Threshold, or Both
A practical way to write a rebalancing rule you can actually follow, separating the trigger from the action and the funding source, then adding the tax, margin, and order controls most rules leave out.
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Make the Wash Sale Rule a Pre-Trade Check, Not a Tax Season Surprise
How to turn the wash sale rule into a gate your selling rule has to pass, covering the window that runs in both directions, the account scope traps, and the replacement exposure decision.
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How to Use a Fujimoto Ladder Without Averaging Into Trouble
A practical guide to turning price-ladder add and trim rules, as used in the Investory Fujimoto ladder strategy, into a safer strategy with quality checks, sizing limits, and crash controls.
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What a Brokerage Connected Investing Autopilot Should Actually Do
A clear product framework for using read-only Plaid data, allocating capital to rules, and keeping automation bounded by user guardrails.
Read articleAI Research Is Most Useful When It Can Say No
How AI research should support rules-based investing by vetoing weak adds, flagging thesis drift, and producing concise evidence trails.
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