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.
What 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 Shige Fujimoto style add and trim rules 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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