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Bulls,
Bears,
AI books better
AI-powered portfolio management solution with
automated trading.
What Equity Engine Is
Equity Engine lets you group your stocks into baskets, set and test simple buy and sell
rules with long term holds and price limits, then run the same setup live through your
own E*TRADE account while your money stays there, with optional AI research and a
clear log of every action.
Baskets:
Group holdings by theme or strategy (Tech, Midcap, Crypto, Income).
Each basket has its own budget, rules, and analytics.
Strategies: Trailing
(let winners extend; exit on defined reversal)
Guardrails
Buy/Sell price barriers, minimum holds, max lots, per-basket budgets.
Long-Term Reserve:
Lock a percentage to hold; trade the remainder around the core.
Paper → Live:
Validate the exact configuration In Paper Trading; run live
through E*TRADE.
Full Visibility:
Time-stamped intents, files, edits, and results exportable.
Equity Engine is software. It does not provide investment advice. **
What We Don’t Do
No investment advice
or recommendations.
No autonomous trading without user-defined rules
No asset of custody or credential storage (broker authentication is direct).
No performance
promises or claims.
Live, not simulated
Interested in smart, automated trading? Fill in your info and we’ll guide you through how our app can simplify your trading journey.
Frequently Asked Questions
Pages link
Help
Social Link
Youtube
© 2025 by Chief Software Solutions. All rights reserved.
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