Overview
Everything Dayonik does.
It is one AI investing platform that takes you from raw holdings to a grounded, tax-aware plan, and then it keeps you there with automation.
01 · AI PORTFOLIO ADVISOR
AI Portfolio Advisor
Grounded findings, each one tied to a number, and optionally voiced in plain language.
02 · OPTIMISATION AND REBALANCING
Optimisation and rebalancing
Six objectives, constraint-based construction, the efficient frontier and full trade generation.
03 · TAX-AWARE REBALANCING
Tax-aware rebalancing
A per-lot ledger, short-term and long-term classification, min-tax lot selection and the after-tax cost.
04 · STRATEGIES
Strategies
Save an investment policy, then apply it on demand or on a schedule.
05 · SCHEDULED REVIEWS
Scheduled reviews
The advisor, running unattended, and it notifies you only when a finding is material.
06 · SCREENER AND RESEARCH
Screener and research
Composable screens, plus fundamentals, technicals, a DCF, news and macro.