Every decision, written down.
The product's central claim is that you will always know what your money is doing and why. This page is where that is either substantiated or it is marketing. Here is the actual record the system keeps, and the boundaries it keeps it inside.
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What a decision record looks like.
Not a description of one. This is the component that renders on your dashboard and stays in your decision log afterwards, with an example decision in it.
Sold 6 shares of NVDA (Nvidia)
Technology reached 34.1% of the portfolio against the 30% cap you set. The AI trimmed the largest holding in the sector to bring it back inside your limit.
Proceeds allocated to cash reserve.
Four things are on it, and each is there for a reason. What was done, because that is what changed your account. The rule that produced it, so you can see the decision was not discretionary. The numbers behind that rule, both the measured value and the limit it was measured against, so you can check the arithmetic rather than take it on trust. And when, with its timezone, because an unqualified timestamp on a financial record is ambiguous.
Including the decisions to do nothing.
A record is only worth something if it is not selective. The system writes an entry for a cycle that decided to hold, the same as one that traded, and for a cycle that could not complete.
This matters more than it sounds. Without it you cannot tell a night the system chose to do nothing from a night it failed and nobody noticed. Those look identical from the outside and mean opposite things.
What the system can see.
- Your holdings and their current values, read from your broker.
- Your available cash.
- The strategy, caps and exclusions you set.
- Published market data and news for the assets in your universe.
It does not see your other accounts, your identity documents beyond what you gave us at signup, or anything at your broker outside the connected account.
What it can do.
- Place buy and sell orders in the connected account, within your rules.
- Size those orders, subject to a ceiling we apply on any single holding.
- Write a record of what it decided and why.
What it cannot do.
Stated as behaviour rather than as a list of permissions, because behaviour is the part we can evidence from our own code.
- Move money out of the account. The connection is used to read positions and place orders. It does not withdraw cash, transfer assets to another account, change broker settings, or open accounts.
- Buy outside your universe. Anything you excluded is removed before the model is asked, so it is never a candidate in the first place.
- Exceed a cap you set. A sector already at its cap takes no new buys, and a proposal that breaks a cap is rejected after the model makes it. The model does not get the last word.
- Trade outside market hours. Orders reach Interactive Brokers only while the market is open.
- Change your rules. The strategy is yours to edit. Nothing in a decision cycle rewrites it.
Getting your record out.
There is no export today. The decision log is readable in the product and nowhere else: no CSV, no API, no scheduled statement. A record you cannot take with you is a weaker commitment than one you can, and we would rather write that down than let the omission pass unmentioned.
Where this stands today.
Coincruze has not yet run against a live account. Everything above describes what the system is built to do, verified against the code that does it, and we would rather say so than imply an operating history we do not have.
The scoring that feeds these decisions, including the published weights, is on methodology. The stages a decision passes through are on how it works. What we hold and what we do not is on security.