Read-only connection
Plaid Investments data gives Investory read-only access to the portfolio evidence needed for recommendations: accounts, cash, holdings, cost basis, tax lots when available, and transactions.
Brokerage connected investing
An investing autopilot should explain every recommendation.
A brokerage connected investing autopilot should start with read-only Plaid portfolio data, apply a user-approved strategy, respect portfolio guardrails, and produce a plain receipt trail for each recommendation.
Direct answer
Start with a read-only workflow. It can generate add, hold, trim, or pause decisions from brokerage evidence without taking custody, moving money, or requesting hidden trading authority, then route every action through review.
Strategy selection
Users choose a strategy they understand, allocate capital, and define limits before the system starts monitoring.
Activity log
Every recommendation records the fired rule, supporting research, blocked risks, resulting portfolio impact, and immutable decision receipt.