Run a smart portfolio without making investing a second job.

The dashboard watches the portfolio and tells you what to do. You place the trades in less than five minutes a week, then get back to your life.

01

Set it up once

The dashboard sizes the opening positions for the amount you enter.

02

We monitor the portfolio

Your dashboard watches every position and portfolio rule.

03

You place the trades

When action is needed, you get the ticker, direction, and number of shares.

04

Get help at any step

A real person is available whenever something is unclear.

Getting started takes three simple steps.

The dashboard does the math. You stay in control of the money.

01

Set your starting capital.

Tell the dashboard how much you want to run. It sizes every position for you.

02

See the exact opening trades.

You get the ticker, direction, and number of shares. No spreadsheets or guesswork.

03

Place them in your brokerage.

You make the trades yourself. Your money never moves to Predicting Alpha.

Then we keep watch for you.

Your portfolio dashboard monitors every position and every portfolio rule. If nothing needs to change, you do nothing.

When an adjustment is needed, you receive an alert telling you exactly what to trade, how much, and when.

  • Most days

    No action needed

  • When a trade is needed

    Less than five minutes

Predicting Alpha trade-alert email
Predicting Alpha trade-alert text message

Here is how your dashboard stays in sync without accessing your account.

It follows the same rules and closing prices as the portfolio in your brokerage. That keeps the two aligned without asking for your login or account data.

Market closing price$100.42
Your brokerage$100.42
Portfolio dashboard$100.42

One closing price keeps everything in sync.

The portfolio uses Market on Close orders, which request execution at the day’s closing price. The dashboard records that same price, so it can track your portfolio without seeing your brokerage account.

If your fill is different, enter the actual price and the dashboard matches it.

Sean from Predicting AlphaNed from Predicting AlphaSascha from Predicting Alpha
Member supportSean, Ned, and Sascha
Online

Today, 11:02 AM

Just got my first rebalance alert. Do I trade right away?

Sean from Predicting Alpha
Sean · Predicting Alpha

Any time before the close. The alert lists the exact share counts.

Done. Took two minutes.

Sean from Predicting Alpha

Perfect, you're all set. Message us any time.

And when something is unclear, you have a real person to call.

Running the portfolio yourself may feel unfamiliar at first. A real person is available from your first setup call onward, so you can confirm you are doing each step correctly and ask questions whenever something is unclear.

  • Set up the portfolio with us

    On a one-on-one call, we help you set up the North Star Portfolio and get it running correctly.

  • Get help when a trade comes in

    Ask us to walk through an alert, check your positions, or confirm the next step before you act.

  • Talk through unfamiliar markets

    During quiet periods or drawdowns, you can ask what the portfolio is doing and why.

One portfolio. Five minutes a week. Built to help your money grow.

Run the North Star Portfolio with a seven-day free trial and a real person available to help you get started.