BasisPoint

How long it holds

Each company the bot buys belongs to one holding plan - from a day to years - which sets how long it is kept at least and at most. The market's mood decides how each part is split across the plans, unless you set your own split.

Short plan (1-7 days)
Off: its share goes to the medium plan. Best off below about 30,000: fees eat short holds. Same-day plan
Trades within the day, only when the bot trades by itself. Best off on small accounts. Keep to the old US day-trade limit
At most 3 same-day trades in 5 business days below USD 25,000. The rule was abolished on 4 June 2026, but brokers have until October 2027 to switch - turn this on if yours still applies it. My own split
Instead of the one the market's mood chooses: each part's share per plan, every row adding up to 100.

The split for each market mood

Trading rules

Trade by itself
Off: every plan waits for your OK. On: plans go ahead; large trades the signals don't back strongly still wait for you. Move money to your stronger parts
Parts doing worse give share to the parts you chose that are doing better; a clearly weak part is set aside until it recovers. Only among your own parts, each up to its "never above" limit. Off: the spare share waits in the index fund. Plan > Getting to your mix shows every move. Buy the dip
Between plans, when the S&P 500 falls 8% from its high, the fear gauge (VIX) passes 30, or one of your companies falls 20% while its long trend is still up: up to 10% moves from the index fund into the companies that fell most, at once, and back when the market recovers. Tested on 2015-2026: it helped after crashes and cost money in calm years - so it starts off. Follow a leading industry
At each plan, if an industry outside your mix (energy, finance, industry...) clearly beats the S&P 500 over 6 and 12 months, up to 10% moves from the index fund into its sector fund, and back when it stops leading. Tested on 2015-2026: no clear gain.

Buy-the-dip and leading-industry levels

Buy the dip when the S&P 500 is downfrom its 1-year high % ... or one of your companies is downfrom its 1-year high, its long trend still up % Move at mostof the portfolio into dip buys % A leading industry may take at mostof the portfolio % ... when it leads the S&P 500 by at leastover 6 months points

Invest new money sooner in calm markets
Off: new money waits exactly as long as you set below. Practice fees like New money waits at mosta starting value: the bot shortens or lengthens it with the market (Home > Live now says today's) days Rebalance at 10:00 New York time, 30 minutes after the US open (Home > Live now shows the next one in your time zone) A part may grow to at most this many times its goal (1.5 = a 20% part never above 30%) Ignore drifts smaller thana part this close to its share is left alone points Companies at most in each stock partfewer = more concentrated Smallest tradein your currency - smaller ones wait until they are worth the fee Swapping a holding for a stronger one Shares moving with results may go up toabove or below each share, when that switch is on % A plan waits for your OKthen it lapses and is made again at the next check - prices move meanwhile Skip a trade when its fees are more thanof the trade (100 = never skip) % Kind of funds For the S&P 500 index fund and your fund parts. Switching sells the old listings at the next plan and buys their twins. Compare my results with Where I pay tax on gains Shows Portfolio > Tax: for Bulgaria an estimate, for any other country the year's realised gains and losses for your tax return. A guide, never tax advice.

Confidence

Confidence is the chance a trade beats the S&P 500 over its plan, after fees, from each signal's checked record. The rules below use the signal score: how much the signals agree.

When the bot trades by itself, ask me first before a single trade of at least (% of the portfolio, 100 = never ask) ... unless its signal score is at least (%) Ask asks you to tick an extra box for changes of at least (percentage points of the mix) Hold-or-sell check
Before selling a holding by its own choice, the bot compares it with what it would buy instead and keeps it unless the replacement is clearly better (fees and tax included). How much better the replacement must score to sell (on the -1 to +1 score)

The bar rises with what the switch costs (fees, currency conversion, an estimate of tax on a gain), and the replacement's confidence must also be higher. Safety sales - hard caps, a paused bucket, stops and the circuit breaker - are never held back. A comparison of readings, not a forecast.

How much each signal counts

Where each signal starts. With self-learning on, the bot sets them from each signal's graded record, reviewed weekly (Results > Weights shows how); off, they stay as set here. They add up to 1.

What it trades

The world this week

Does the world's news help the bot?

Rules

Signal sources

Your own board

You vs the market

Your money

Where your money is

Portfolio value

The mix

Latest plan

Costs and holding plans

Holdings

Stocks

Find companies

Holding plans

Manual paper trade

Your money vs inflation

Annual inflation rate

Your portfolio vs the same money in the S&P 500

S&P 500 index

Everything compared

Over this period

Portfolio value over time

Results

By part

By holding plan

Gains, fees and dividends over time

Profits swept into the index fund

Sold positions

Where the money is

Value by part

Value by holding plan

Index fund's share

How the bot decides

Market mood over time

Trades per day, by plan

Confidence of trades

Signal-source weights

Signal-source accuracy

Parts: how their weights moved

Signal sources: how their weights moved

Every adjustment

Where this could go

Every part, projected vs actual

Your long-term plan

Getting to your mix

How it's going

The latest plan

Signals

Congress trades in these stocks

The plan, from today to 10 years

Saved mixes

Next changes and how likely they are

Your parts at the coming plans

Each change

Bulgarian tax estimate

Realized results by bucket

Realized events (FIFO)

Dividends

Notes

Running costs

The mix

The index fund

How long it holds

Features

Trading rules

Confidence

How much each signal counts

Practice account

Notifications

1. Your broker

Bitcoin

2. Practice or real money

3. Save

Brokers that can't be linked

Sign-in and security

Setup & access links

AI allowance