AI investing workflows · Human setup
Your AI investing workflow,configured around you.
- Set the rules your AI works within
- Understand your portfolio in one place
- Get human help preparing your broker connection
Product preview is illustrative. Trading features are not yet live; investing involves risk of loss.
Portfolio overview
Sample$84,210.00
Uploaded CSV · USD · as of Oct 10
$199
per month, annual term
30 days
free after setup
24–48h
setup assistance target
0
broker passwords we ever ask for
Configured by you, supported by us.
Venholt brings AI configuration, portfolio visibility and monitoring into one workspace — with a team that helps you get set up properly.
AI configuration
Your rules, enforced first.
Set allowed assets, allocation boundaries, maximum order size, cash reserve and review cadence. Venholt works inside the limits you define — never around them.
AI configuration
SamplePortfolio analytics
See everything, clearly labeled.
Upload a CSV or enter holdings manually. Allocation, concentration and cost basis — every view shows its data source, currency and last-updated time.
Asset allocation
SampleSource: manual entry · USD · updated 2h ago
Approval mode
Nothing moves without you.
Approval mode is the default: every proposal waits for your OK. Automatic execution within explicit limits becomes optional once your connection is verified.
Proposal awaiting approval
SampleRebalance to target
Buy 12 · VXUS
Within limits: order size ✓ allowed asset ✓ allocation ✓
Available after connection activation
Built for clarity, not hype.
Human setup support
Real people help you choose a platform, follow broker setup and configure preferences.
Recurring alerts
Daily or weekly digests, concentration thresholds and stale-data reminders on your schedule.
Assets stay at your broker
Your funds and securities remain in your name. Venholt never holds them.
Honest status
Readiness is never shown as a verified connection. You always know what's live.
- Account and setup checklist
- Portfolio upload and analytics
- AI preferences and alert settings
- Setup assistance and broker guides
- Verified broker connections
- Trade proposals you approve one by one
- Optional automatic execution within limits
$199 a month. First 30 days free.
Billed monthly under a twelve-month commitment — not a cancel-anytime plan. Exact dates shown before you accept.