Getting started

From setup to automated portfolio monitoring.

Coincruze is built to make automation feel controlled: define your strategy, connect your broker, approve the operating logic, and let the system monitor drift, signals, and rebalancing rules.

Workflow

A controlled path from
idea to execution.

The product experience should feel futuristic, but the investing process must feel sober. Every step is designed to reduce ambiguity before automation is enabled.

01

Choose your investment framework

Select the portfolio style, asset universe, allocation logic, and risk profile that match your long-term objective.

02

Connect your IBKR account

Coincruze connects to your broker workflow so the portfolio can be monitored without Coincruze holding your funds.

03

Review automation boundaries

Confirm drift thresholds, rebalancing rules, position limits, and signal behavior before the system acts.

04

Monitor, rebalance, and audit

Coincruze tracks assets, portfolio drift, and market signals while keeping the operating logic visible.

What Coincruze handles

Automation without losing visibility.

Asset scoring

Assets are evaluated across portfolio relevance, market data, and strategy fit.

Signal monitoring

News and market context can be monitored so the portfolio does not rely only on static allocation.

Rebalancing discipline

Drift thresholds help reduce emotional timing and force the system back toward its target logic.

Risk boundaries

The system respects position limits, allocation ranges, and predefined automation constraints.

Audit trail

Portfolio actions should be understandable after they happen, not just executed silently.

Investor visibility

Important changes, alerts, and triggered actions can be surfaced clearly to the user.

Start the route

Let Coincruze help your portfolio stay on course.

Start with the framework first. Automation should follow rules, not replace judgment.

Assets stay at your broker Every action explained Risk controls by design