Your personal CIO, built to maximize returns without losing control.
Syntrake turns your goal into a professional plan, monitors risk like an institution, and tells you the next best action in human language.
Copilot Daily Pulse (example)
Know exactly what to do today.
Today
You are close to a safety limit (FX exposure).
Next best action
Reduce FX risk by ~3% before adding new positions.
Different entry points, same disciplined engine.
Use dedicated landing pages for campaigns and track which audience converts better.
Show outcomes fast with actions, not promises.
The fastest way to justify paying is a concrete before/after workflow: detect leaks, apply one safe fix, and measure impact.
Import holdings and detect concentration, drift, and pricing leaks in under two minutes.
Get one action with risk cap, plain-language rationale, and a broker-ready execution checklist (eToro/XTB/etc).
See expected impact on risk posture before execution so the decision is measurable.
| Capability | Syntrake | Typical robo flow |
|---|---|---|
| Daily action with risk cap | Yes | Usually generic rebalancing only |
| Explainability before execution | Structured rationale | Limited detail for action timing |
| Fix-risk-first workflow | Built in | Often optional or hidden |
| External broker execution playbook | Step-by-step checklist with caps and target values | Usually left to user interpretation |
- - Detect your top leak in under 2 minutes
- - Apply one safe fix with guardrails
- - Execute with broker checklist (eToro/XTB/any broker)
- - See the projected risk change before execution
Stop guessing. Start executing a plan.
Build a goal-based plan, get the next best action, and stay calm through volatility with institutional risk control behind the scenes.