Save an investment policy once, bind it to a portfolio and get told the moment drift is worth a trade. How scheduled reviews turn an AI investing platform into an assistant.
A policy you have to remember to apply is a policy you will forget. So Dayonik lets you save one and then watches the book for you. Choose a risk profile or build your own objective and constraints, save it as a strategy and bind it to a portfolio.
It only interrupts when it matters
A scheduled sweep runs the grounded advisor unattended. It reaches you when a finding is material, when the book drifts past the strategy band or when a rebalance clears the tax and the cost. The rest of the time it stays quiet, which is exactly what you want from automation.
- Reviews are best-effort and one portfolio at a time, so a book with no history is skipped, not failed.
- Drift alerts fire against the strategy own band, not a global default.
- Every scheduled review is persisted, so the inbox is a record you can read later.