Products
What CoatifyAI includes and how to use it
CoatifyAI combines AI-powered portfolio advisory, autonomous trading agents with deterministic scoring and adaptive learning, market research, full diagnostics consoles, and broker connectivity into a single platform for managing both equity and crypto portfolios.
Portfolio Intelligence
A senior CFA-level AI advisor that analyzes your connected portfolios, answers questions with real data, and generates on-demand reports with actionable recommendations.
How to use it
Open the Advisor workspace after connecting a brokerage account from the Account page.
Start a conversation to ask questions about your portfolio: stress tests, sector exposure, rebalancing, macro impact, or trade ideas.
Upload research documents or earning reports to give the advisor deeper context for your specific situation.
Generate monthly or on-demand reports with specific recommendations, trim candidates, and add candidates.
Best for
Investors who want data-driven portfolio analysis, scenario modeling, and actionable trade ideas from an AI advisor grounded in their real holdings.
Equity Automation
An autonomous AI agent that manages equity and ETF sleeves through a multi-stage decision pipeline: a deterministic scoring engine ranks candidates, an LLM portfolio manager proposes trades, a critic reviews them, and deterministic gates enforce hard risk limits including trailing stops, daily loss caps, and wash-sale tracking.
How to use it
Connect an Alpaca brokerage account and enable one or more equity sleeves with your chosen strategy.
Run a test pass to preview what the agent would do before enabling live execution.
Monitor the execution feed, live queue, and capital cards to track what the agent is doing and why.
Use Market Diagnostics to inspect regime, playbook, top opportunities, counterfactual learning, and the optimizer system.
Best for
Equity and ETF portfolios that need continuous tactical management with adaptive learning, extended-hours trading, and built-in risk controls.
Crypto Automation
A disciplined momentum engine for crypto majors, built from 25+ documented backtest experiments on real data. It evaluates once per day, holds the single strongest major (BTC/ETH/SOL/XRP/DOGE) in bull regimes, refuses low-quality rotations with a breakout-confirmation filter, and steps to cash when the market regime turns bearish. A hard circuit breaker force-exits to cash on catastrophic drawdown and stays latched until you re-arm it. Orders execute maker-first to cut fees roughly in half, and every rotation — plus every rotation it refused — is graded weeks later against what would have happened.
How to use it
Connect a Coinbase or Crypto.com account from the Account page and enable the crypto sleeve.
Choose the autonomy level: review each trade, or let the engine run fully automatic.
Expect low turnover by design — a few trades per month. Daily decisions happen at midnight Pacific; no mid-day churn.
Use Crypto Diagnostics to see the current momentum ranking, regime state, and why the engine held, rotated, or refused.
Best for
Crypto holders who want a rules-based trend strategy with real risk controls instead of a black-box day-trading bot.
Command Center
A unified view of portfolio value, positions, market context, and performance across all connected sleeves and brokerages.
How to use it
Select a time range to review how the combined portfolio or a specific ticker has moved.
Switch between combined portfolio, sleeve-level, and ticker-specific views.
Use it as the top-level health check before making strategy or guardrail changes to the agents.
Best for
Daily monitoring, performance review, and fast portfolio-level context before or after the agents act.
Market Coverage
Monthly market intelligence newsletters with model portfolio recommendations and Fidelity fund analysis, plus AI-generated news articles published three times per week covering crypto, equities, and macro events.
How to use it
Read the latest monthly newsletter PDF for in-depth market analysis, index performance, and model portfolio updates.
Browse AI-generated articles covering crypto (Mondays), equity markets (Wednesdays), and macro events (Fridays).
Use the category filters to focus on the topics most relevant to your portfolio.
Best for
Staying informed on the market conditions, trends, and events that affect both traditional and crypto portfolios.
Crypto Transparency
A full diagnostics console for the crypto agent: broker support status, current holdings, blocked bases, the complete support map, and the decision engine with regime, playbook, improvement system, counterfactual learning, and the replay/shadow evaluator.
How to use it
Check Support Status for a quick health check on major crypto bases (BTC, ETH, SOL, BCH, LTC) and anything currently held.
Use the Decision Engine tab to inspect the latest regime, sleeve state, playbook, top opportunities, and critic feedback.
Review Counterfactual Learning to see near-miss candidates and resolved lessons (missed winners vs good skips).
Check the Replay & Shadow Evaluator to see if the optimizer has promoted a new configuration or is testing challengers.
Best for
Understanding the crypto agent's reasoning, debugging unexpected behavior, and monitoring the improvement system.
Market Transparency
A full diagnostics console for the market agent matching the crypto diagnostics theme: overview cards, holdings table, decision engine details, top opportunities, counterfactual learning, and the replay/shadow evaluator.
How to use it
Check Overview for a quick snapshot of each market sleeve's regime, sleeve state, and cash stance.
Use the Decision Engine tab for the full PM decision: regime summary, playbook, portfolio guidance, critic pass, and self-review.
Review Opportunities to see the top-ranked candidates the PM identified.
Check Counterfactuals and Optimizer tabs for learning feedback and configuration evolution.
Best for
Understanding the market agent's reasoning, inspecting its full decision packet, and monitoring optimizer experiments.
Sleeve Learning
Train portfolio sleeves from market video content. Submit a video URL and the AI extracts actionable guidance, trim candidates, add candidates, and watch items as soft learning signals.
How to use it
Select a connected portfolio sleeve and paste a market video URL (YouTube, etc.).
Add optional notes about what you want the agent to learn from the video.
The AI extracts an analysis with an advisor score, actionable steps, and specific ticker recommendations.
Training signals are incorporated as soft guidance for the sleeve's next evaluation cycle.
Best for
Incorporating external market research and video analysis into your agent's decision-making as a soft training signal.
Connection Hub
Manage brokerage connections, review monthly trade statements, control notification preferences, and handle account security. New accounts require admin approval before access is granted.
How to use it
Create an account and wait for admin approval (new signups are reviewed before access is granted).
Connect Alpaca (equities) or Coinbase (crypto) from the broker section with your API credentials.
Use Statements to pull a calendar-month trade statement and export CSV by broker.
Configure email notification preferences for weekly alerts, broker sync updates, and product updates.
Best for
Broker setup, account administration, brokerage connection management, and monthly reporting.