Stop worrying about
margin calls
Monitor your IBKR portfolio health, optimize leverage, and sleep better at night. Professional risk management for retail investors.
Manage risk like a Hedge Fund
Don't let leverage destroy your wealth. We provide the tools to stay safe and profitable.
AI Portfolio Advisor
Kairos, your personal AI analyst, continuously monitors your portfolio and suggests crucial optimizations.
Health Score
Get a clear 0-100 score representing your portfolio's safety. Watch it improve as you optimize.
Leverage Optimization
Know exactly how much margin is safe. We calculate your optimal leverage ratio to maximize returns vs risk.
Margin Call Alerts
Never be caught off guard. Get early warning systems before you get anywhere near a liquidation event.
Tax-Loss Harvesting
Identify underperforming positions to sell for tax savings without triggering wash sale violations.
Market Sentiment
Integrated Fear & Greed index. Adjust your risk profile dynamically based on overall market mood.
How it works
Secure, read-only, and automated.
1. Connect
Link your IBKR account via Flex Query. It's read-only and uses encrypted standard protocols.
2. Analyze
Our AI engines crunch the numbers to calculate your health score, risks, and hidden opportunities.
3. Optimize
Receive actionable insights to reduce risk and rebalance your leverage safely.
Ready to optimize your portfolio?
Join the waitlist today and get early access to professional risk management tools.