The engine that tells you what to do
A tracker shows you the past. Velira runs an institutional-grade framework over your live portfolio and hands you the move — what to buy, how to rebalance, when to protect the downside — grounded in survival math, not gut feel. It never moves your money; it tells you the move, and you decide.
How the engine works
1 · The daily verdict
Open Velira and see the call — HOLD, TRIM, PROTECT, or ACT — with the reasoning behind it. No staring at a screen wondering what today's move actually means for you.
2 · Rebalance to target
It computes exactly what to buy and sell to bring you back to your sleeve targets — immediately, or as a tax-smart phased glide — so you correct drift without needless churn.
3 · Protection on cue
When the regime calls for it, the engine flags downside protection — a hedge, more buffer, trimming a hot name — sized to your risk, before the drawdown rather than after it.
4 · Guardrails that hold
Drawdown bands, concentration and cluster limits, and a 10-signal storm ladder (backed by a 28-signal diagnostic library) keep you inside the plan automatically — so one bad week can't blow up the whole strategy.
5 · Survival math behind every call
Monte-Carlo survival odds and an honest floor — confirmed assets only — sit under every recommendation. You act on your real odds, not a hunch or a flattering guess.
6 · You hold the trigger
Velira is read-only by design. It tells you the move and shows the why; you decide and place the trade. It never touches a dollar of your money.
The engine reading the market regime — a live Storm-Watch score: 10 governing signals (with a 28-signal diagnostic library behind them) decide when to lean in, hedge, or hold. Sample data shown.
Your portfolio, in three sleeves
The framework organizes everything you own into three jobs — and the engine keeps the balance between them as markets move.
- Income — Assets that pay you while you wait — dividends, interest, yield.
- Growth — The compounding core that does the long-term heavy lifting.
- Buffer — Cash & T-bills that let you ride out a storm without selling at the bottom.
Want the high-conviction bet, too?
The capped, hard-stopped X-Factor sleeve lives right alongside the core — walled off so an asymmetric bet can never sink your floor, with the engine watching its catalysts and tripwires.
Velira is financial-information and education software and is pursuing registration as an investment adviser; that registration is not yet effective, so today it does not provide personalized investment advice. It shows the move your plan calls for and the reasoning behind it — you place every trade yourself; Velira never executes. Upon registration, the human professional tiers provide personalized advice as fiduciaries. Projections are estimates, not guarantees; past performance doesn't predict future results. Read the full disclosure.