AI-assisted share portfolios
Share investing where an engine does the watching, the screening, and the rebalancing around the clock, and a named advisor keeps the rules matched to your life. Built for South Africans who want equity exposure without their evenings disappearing into SENS pages and price charts.
By creating an account, you agree to our Privacy Policy and Terms of Use.
What this service is
AI-assisted stocks is a rules-driven way to own a share portfolio. The engine combs listings continuously, scoring each against price behaviour, trading volume, volatility, momentum, and basic fundamental screens, then builds and rebalances the portfolio inside the limits you and your advisor put in writing. It is not a stock-tipping oracle, and it is not personalised advice; it is a process, applied the same way every session, and the process is the product.
What the engine is genuinely good at is the part people are bad at: holding the whole universe of candidates in mind at once, weighing dozens of interacting signals, and treating a sell-off exactly like a rally. It holds no favourites, keeps no regrets, and never buys a share because the story is exciting at a braai. Rules, applied without mood, beat impulses often enough over a cycle for the difference to matter.
The construction is local where it counts to a South African investor and global where it adds choice. Coverage runs across JSE listings, the big banks and resources houses through to quieter mid-caps, alongside selected international equities, with any currency conversion handled inside the account and shown to you before it happens. Everything is funded, reported, and withdrawn in rand, statements arrive before the local market opens, and the support desk keeps South African hours.
Explainability is a design constraint, not a marketing word. You should be able to state your own strategy in three plain sentences: what gets bought, what gets sold and when, and the worst a bad day can do. If any of those three ever goes fuzzy, the monthly statement and the advisor review are there to sharpen it again, and the audit log will show every action the engine ever took on your account, timestamped.
Concrete advantages
For busy schedules
Screening and rebalancing never stop, so your share of the work is a few minutes a week with the dashboard and statements, not evenings in front of a trading screen.
For cautious profiles
Per-position caps, exit stops, and sector ceilings are fixed with your advisor before the first order, so the worst single day is capped by arrangement, not by composure.
For beginners
Everything is named in ordinary language: what you hold, what moved, and the reason, phrased so a first-time investor can check the logic rather than take it on faith.
For rand accounts
Ozow EFT to fund, statements in rand, and an entry point of R 4,500 that a salaried investor can reach without stretching.
How it works, in four steps
Registration
The form takes two minutes, and an advisor phones you within 24 hours on business days to verify details.
Account activation
Identity confirmed, investor profile noted, scope and limits agreed in writing, then funded from R 4,500 when you choose.
Market analysis
The engine screens non-stop, assembles the portfolio inside your limits, and rebalances whenever a signal or a cap requires it.
Investment management
Monthly statements account for every change and its reason, advisor reviews keep the limits fitted, and payouts follow the published policy.
What the engine actually looks at
| Input | What it tells the engine |
|---|---|
| Price behaviour | Trend, momentum, and reversal structure across timeframes. |
| Volume and liquidity | Whether a position can be opened and closed without nudging the price. |
| Volatility measures | Sizing inputs and pause triggers for abnormal conditions. |
| Fundamental filters | Valuation and balance-sheet screens that filter out the obviously troubled. |
| Sector context | Exposure ceilings so one theme cannot quietly take over the book. |
| Rand context | Currency and commodity cross-reads that shape rand-priced holdings. |
None of these inputs sees the future. Every one is a filter, and the portfolio is simply whatever clears the filters inside your limits.
A portfolio, made concrete
Picture a balanced R 90,000 equity account with moderate limits, the Premium-tier illustration. A typical construction might be twelve to eighteen holdings spread over five or six sectors: two of the major banks, one gold and one platinum producer since their price drivers differ, a retailer, a hospital group, a staple foods business for ballast, several technology positions each sized to its own volatility, a mid-cap or two that the screens currently favour, and a cash buffer waiting for the next qualifying signal. No holding crosses its cap, the resources sleeve together stays below its ceiling, and each stop sits where the trade idea would be disproved, not at a tidy round number.
An ordinary month might see three holdings stopped out, two reach their targets, one fresh signal enter, and a statement that accounts for each line in rand and in reasons. A rough month produces more exits and fewer entries under the same rules, and if the market turns violent, the daily drawdown brake can halt new activity for a day or two. Nothing in the construction is discretionary after configuration: the audit trail captures every action, and your advisor can talk you through any decision the engine made, holding by holding.
The illustration exists for calibration more than inspiration. A client hoping the machine will unearth the next ten-bagger will be disappointed here, and that disappointment is engineered. What the service chases is disciplined participation in equity returns across whole cycles, losses cut early, rules that hold their nerve when the headlines lose theirs. Dull is the point; dull is what compounds.
The honest limits
Three constraints belong on the table before any money moves. First, share strategies take the downs with the ups: diversification and stops trim drawdowns, never delete them, and an honest multi-year view budgets for some deeply red months, on the JSE as much as anywhere. Second, the engine runs process, not prophecy: it will not sidestep a shock nobody modelled, nor recognise the once-a-decade chance that looks like nothing in its history. Third, no outperformance is promised, ever; the commitment is consistent execution of the agreed rules, and any quarter's score against an index is whatever it turns out to be.
If any of that is more than your situation or temperament can carry, the right answer is a smaller allocation or none at all, and your advisor will say exactly that. The Basic entry point of R 4,500 exists so that finding out whether this suits you costs about the same as a family dinner out.
Market hours are arranged around South Africa: reporting in rand and SAST, statements delivered ahead of the morning session, and advisor callbacks slotted into the local working day with early-evening options for clients stuck at work. International holdings are watched around the clock by the engine while the Cape Town desk sleeps, so nothing you own goes unobserved between the close of one exchange and the opening of the next.
Deposits, payouts, and support
Funding travels the local rails: Ozow instant EFT, wallets, and cards usually land within minutes, manual EFT settles in one to three business days, and none of it carries a platform fee. Withdrawals work under the written withdrawal policy, EFT payouts typically clearing one to three business days after approval. Your advisor and [email protected] answer in writing, and the fees page publishes each tier's service spread before you fund anything.
Because the service spread is charged on closed positions, the platform only earns when your account actually does something, and a settled, quietly holding account owes nothing beyond its tier's spread whenever positions do close. There is no monthly fee to cancel and no subscription to justify. Conversion charges apply only when an international holding needs a currency other than rand, and the rate reaches you before confirmation, not afterwards on a statement.
What follows are the questions this desk fields most often; for anything unanswered, [email protected] replies in writing.
Frequently asked questions
R 4,500 opens the Basic tier, and the correct amount is whatever you can genuinely put at risk, a conversation your advisor handles honestly on the setup call. Advanced starts at R 25,000, Premium at R 90,000, each stepping the service spread down as published on the fees page.
JSE listings across the major sectors plus selected mid-caps, and a range of international equities, blended to whatever scope and limits your configuration allows. Rand conversion on the international side is disclosed ahead of each transaction.
Within limits, it decides; about the limits, you do. Scope, caps, and stops come from your agreement with the advisor, the engine honours them, and you may adjust or suspend any of them whenever you like. All of it is written to the audit trail.
Only as often as rules get broken, which in a typical month means a few entries and exits. Signals and caps drive the turnover, not the calendar, and the audit log and monthly statement carry every change with its explanation.
Yes. Shares go down as well as up, prices gap overnight, and spreading risk narrows losses rather than erasing them. The full risk disclosure governs this service like every other.
Inside the account, to a destination registered in your own name: EFT typically one to three business days, cards one to five. Each rail and its timing sit on the methods page.
A named advisor from the first call, reviews on a schedule that suits you, and written answers from [email protected]; the arrangement is described on the support page.
Curious how this would be built around your circumstances? Register, and let the setup call settle the scope, the limits, and the honest expectations before a single rand moves. Begin with the form beside this text.