HNI
AI-powered portfolio management solution with
automated trading.
Equity Engine automates trading
exactly the way you set it up:
Portfolio Overview
See your entire portfolio in one place. Check total value, basket budgets, and profit or loss. A simple map shows where your money is across Tech, Midcap, Crypto, and Income, down to each stock’s status
- Mini bullets -
Allocation by Basket
Paper-Traded · Live
Long-Term Reserved
Holdings by Sector
Baskets
Group your investments into baskets. Each basket can hold many stocks, and each stock has its own budget and rules. You can use different settings per basket. This keeps everything organized, easier to manage, and simple to track.
What you control
Buy & Sell rules:
Set Buy-at and Sell-at levels so entries and exits only happen
at the prices you approve.
Turn confirmations:
Use Uptick (buy only after a small bounce) and Downtick (sell only after
a small dip) to confirm the turn before acting.
Long-term reserve:
Lock a chosen % as “do not sell” to keep a core holding while the
rest trades your rules.
Guardrails
Add hard buy/sell barriers so the engine never trades outside
your allowed price range.
Sizing & budget:
Define lots, quantity per lot, and a
basket budget to control position size and total allocation.
Mode:
Start in Paper to test behavior,
then switch to Live with the exact same configuration
AI Assist
Data Processing at Analyst Speed
Equity Engine’s AI agents are designed for analytical depth, not automation.
Each agent executes a precise function that turns raw data into usable signals:
Capital Rebalancer
Evaluates cross-basket performance and recommends reallocations.
Market Regime Detector
Identifies shifts in sector strength and macro sentiment.
Intra-Basket Allocator
Suggests internal rebalances within a strategy.
Earnings & Catalyst Calendar Builder
Maps event risk across your holdings
Filing & KPI Analyzer
Parses financial reports and flags material changes.
Peer & Valuation Analyzer
Benchmarks relative value across comparable assets.
HNI Pricing Plans
Starter Access plan
individual investors testing the platform
$19
/ month
• Manage up to 3 baskets - 3 Equity per Basket
• Access to all AI agents (50 credits free per month)
• Paper Trading
• Connect directly with E*TRADE
• Performance dashboard Chat support
Premium Access plan
active investors managing diverse themes or sectors.
$49
/ month
• Up to 5 baskets - 5 Equity per Basket
• Access to all AI agents (50 credits free per month)
• Paper trading
• Performance dashboard
• Connect directly with E*TRADE Chat support
Professional Access plan
family-office-level individuals or ultra-HNIs managing larger holdings
$99
/ month
• Up to 7 baskets - 7 Equity per Basket
• Access to all AI agents (50 credits free per month)
• Paper Trading
• Connect directly with E*TRADE
• Performance dashboard
• Priority onboarding & chat-call support
• Early access to institutional-grade features
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