The Target Allocator Engine maps your profile to a live market directive and computes a mandate in seconds. The math has already been done, and is ready to be used.
Built on several frameworks that've been in development since 2022, the engine started as a smaller piece of a larger complex model, a personal passion project targeting options volatility. It has since been refitted for public access to handle the link between your profile and buying safe, long-term ETFs & Stocks. Here's what's actually happening:
The consultation is the last time you explain yourself. Every preference is compiled into a machine-readable profile. From that point, the engine knows you and references your profile on every run
Every week, live market conditions are analysed and a directive is issued. The engine receives it, and cross-references it with your profile. It's all done in the background.
Your profile knows you and the engine knows the market. The final step brings both together and turns them into something you can act on: a buy sheet with exact share counts for you to plug into IBKR (or your platform of choice). Every run is a fresh calculation against live prices, so what you receive always reflects the market as it stands today.
Engine access is currently restricted to verified clients during the beta period. Start your intake survey to get on the list.