Composer

The AI-assisted editor takes a sentence about your goal or risk concern and drafts the strategy for you. You write something like a view on a sector, and it returns a set of holdings and rules you can inspect, edit, and backtest. It's the fastest way in if you have a thesis but not the vocabulary, and every output stays editable in the visual builder.

Every strategy on Composer is a set of drag-and-drop blocks. You set weighting by hand or let it follow inverse volatility, market cap, or equal balance. You add if-then conditionals to steer the logic, and you start from a pool of candidates and sort, filter, and select the ones that qualify. The result is a readable flowchart instead of a script, so you can see exactly why a strategy holds what it holds.

Before a strategy goes live, you run it against real price history. The Historical Allocation Graph shows how holdings moved over time, and the model factors in fees and slippage to estimate a final value. You can compare a strategy against a benchmark or against another strategy, then tinker and rerun as often as you like. That loop is where the real learning happens.

Composer is the brokerage, so automation runs end to end. Once a strategy is active, the platform places trades and rebalances on the schedule your rules define, with no commissions and no management fee. Higher tiers add priority trade timing closer to market close. You set the rules once and the system keeps working without you.

The community feed is a library of strategies other users have published. You can inspect the logic behind each one, invest in it directly, or remix it into your own version. Categories like Long Term, Technology Focus, and Diversification give you a starting point when you don't want to build from scratch, and publishing your own turns your work into something others can test.

Automated strategies run inside Traditional and Roth IRAs, not just taxable accounts. You can transfer an existing IRA over, and Composer covers eligible transfer fees. For anyone who wants active rules inside a tax-advantaged account, this turns a passive default fund into something that follows a plan.