01Profile
Tell us your goals
Goals, horizon, income and liquidity needs, risk tolerance, exclusions. Each question says why it is asked.
Horizon10+ years
Risk tolerance3 of 5
How it works
Set up a Portfolio in minutes.
Then Cevest monitors, trades and continuously rebalances it for you — on autopilot.
Tell us your goals, review the Plan, connect a brokerage, and Cevest takes it from there: checking daily, trading when a rule fires and rebalancing back to target, all without you lifting a finger. Every move follows rules you have read, and you can step in any time.
02Plan
See your Plan and set your limits
A Portfolio matched to your Profile, its rulebook, the first trades and the reasons. Then your Hard limits and how much to delegate.
PortfolioBalanced Growth
Max drawdown15%
03Brokerage
Open or connect a brokerage
Open a new account through the app, or connect one you already have. Your assets sit there, in your name.
Held atYour brokerage
WithdrawAny time
04Run
Cevest runs it. You can veto or pause.
Daily checks, rebalances when a rule fires, a log entry for every action, and a window to veto before each trade.
Check2.4 pts over target
TradeSell VTI, buy AGG
Nothing trades until you have seen the Plan, set your limits and chosen how much to delegate. Pause is one tap, and so is Resume.
Features
Automated investing you can actually check.
Everything is observable, rule-bound and reversible. Veto in the window, pause in one tap, leave any time at your brokerage.
Published rules, not picks
Every Portfolio follows a rulebook you can read before you commit. If the rule fires, I trade. If it does not, I do not.
A decision log for every action
What I saw, what I did and what it changed. Timestamped, in plain language, kept for as long as you are a client.
Ask Erys why
Erys answers from your decision log and cites the entry it read. It does not predict prices or give new advice.
Your brokerage, your name
Assets sit at a third-party brokerage and qualified custodian. Cevest never holds your money.
Hard limits you set
Max drawdown, max single-name weight, exclusions. The system cannot change them. Anything outside waits for you.
Pause in one tap
No new trades. Positions stay, monitoring continues, and Resume is one tap too.
Transparency
See every decision before it happens.
Every check, proposal and trade lands in your decision log with the reason and the size. Ask Erys why, and it answers from that record in plain language.
- Full autopilot rebalances are announced first. You have a window to veto, and if you say no it does not happen.
- Every entry is timestamped and says what changed in your allocation, in points and dollars.
- Pause in one tap. No new trades, positions stay, monitoring continues.
Be first to see it decide.
United States first. One email when the app is ready, nothing else.