Holstead
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Phase 13 · Investments advisor

Investments advisor

Reads your portfolio + market context + your strategy prompt and surfaces buy / sell / hold / watch / rebalance picks. Rung 1 is read-only — every approval routes through your broker. Holstead never holds trading credentials. Edit holdings on /structure (personal layer).

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Three-rung architecture

  • Rung 1 · read-only. Today. Agent surfaces recs. You review. NO execution.
  • Rung 2 · approval-gated. Each rec gets an “Approve & open broker” deep-link to Stake / IBKR / CoinSpot with the trade pre-filled. You click final confirm in the broker. Holstead still never has trading creds.
  • Rung 3 · limited-capital auto. Direct broker API with hard guardrails (max trade size, max trades/day, daily kill switch, every trade → /audit). Paper trading first for at least a fortnight before any live capital. Out of scope this slice.

AFSL caveat. Personal use of your own portfolio = legal. Selling the advisor as a product to others requires AFSL or being an authorised representative.