You know how to trade.
Staying disciplined is the hard part.
You've got the edge. Winzinvest executes it without exception. Your rules, automated completely. No judgment calls when you're down 2%.
13 pre-trade checks on every order: regime, drawdown, concentration, margin, correlation, and more.
Covered calls written, rolled at 80% decay, and closed — across every eligible position.
Connect your own brokerage credentials (IBKR or Tastytrade). Winzinvest executes your strategy. It never holds your funds.
Brokerage account required (Interactive Brokers or Tastytrade). Self-directed execution software — not investment advice.
You're not alone.
Discipline is hard. Everyone knows what to do. Almost no one actually does it.
"I really wish I had a bot that would call me up and say, 'you've given it all back. stop trading today.'"
"I have a great strategy on TradingView, but I keep overriding it when I get scared."
"Selling covered calls is great until you forget an earnings date and get your shares called away."
“The leading cause of retail underperformance isn't bad analysis. It's discretionary override at the moment of execution.”
Three problems. One system.
The things that kill retail traders: emotion, marginal setups, and tedious execution. Winzinvest addresses all three.
The keyboard is the enemy.
You know how to trade. The problem is you: overriding your own rules when you're down, doubling up when you're winning, talking yourself out of stops. Winzinvest removes the keyboard at the exact moment you're most likely to blow up.
Bad trades don't make it to execution.
Anyone can build a screener. The trick is knowing which setups to skip. Marginal conviction? Kill it. Wrong regime? Don't enter. Too much sector exposure? Next. A bad morning stays bad, not catastrophic.
Premium income without the spreadsheet.
Managing covered calls across 20 positions is tedious. When do you roll? Which strike? Did you check the ex-dividend date? Winzinvest handles all of it. The position collects premium whether you're watching or not.
Most tools just send alerts. We execute automatically.
Alert services leave you to make the decision. No-code platforms skip the risk gates. Winzinvest automates execution AND will refuse to trade when conditions turn against you.
| Platform | Price | What it does | Where it fails |
|---|---|---|---|
| Wealth Managers | 1% of AUM (starting at $10K/year) | Discretionary portfolio management | Fee scales with portfolio size. $1M = $10K/year, $5M = $50K/year. You hand over control, no input on anything. |
| Trade Ideas | $89–178/mo | AI screener, alerts only | Alerts only — no automation. You're still making the decisions when you're scared. |
| Composer | $32/mo | Visual no-code automation | No kill switch, no regime awareness, no margin monitoring. Keeps trading when it shouldn't. |
| QuantConnect | Free–$8/mo | Institutional algo platform | Requires Python or C#. Most swing traders aren't writing code. |
| TastyTrade | Commission only | Brokerage with great options UI | Brokerage only. Doesn't automate rolling, screening, or risk gates. |
| Winzinvest | Starting at $49/mo | Full execution automation + 13-layer risk gate (Professional: $399/mo, 52% less than WMs for $1M+) | None identified |
Wealth managers charge 1% annually ($10K/year for $1M). Professional: $399/mo = $4,788/year. 52% cheaper.
You keep control over strategy, rules, and risk gates. Flat monthly fee. Doesn't scale with portfolio size.
What actually happens each day.
Pre-market: screen hundreds of candidates, eliminate marginal setups, queue orders. At the open: execute what survived the filters, set stops on everything. Throughout the day: monitor positions, roll options at 80% decay, adjust to regime shifts. You don't touch anything unless you want to.
The dashboard shows you everything. The system does the work.
See the full daily schedule →
The kind of risk controls prop desks take for granted.
Drawdown tiers, regime gates, vol overlays, correlation checks. The things institutional traders assume exist. Retail platforms usually skip them. We don't.
Position sizes shrink as losses pile up
The system doesn't wait for you to hit a wall. Down 1%? Positions cut to 50%. Down 2%? 25%. A bad morning stays bad, not catastrophic. If it gets ugly, the kill switch shuts everything down. No heroics.
Thirteen ways to say no
Every order runs through thirteen checks before it fires. Wrong regime? No. Too much sector exposure? No. Marginal conviction? No. The system has thirteen ways to refuse a trade. You only need one reason to place it. The asymmetry is intentional.
Vol and credit markets lead equities
Credit spreads widen before stocks fall. Vol spikes before drawdowns show up in your P&L. The system watches both continuously and starts pulling back exposure before the damage appears in your account. Not after.
Built on peer-reviewed research, not guru heuristics
Every framework is backed by academic papers from Journal of Financial Economics, Review of Financial Studies, and American Economic Review. Asymmetric stops (Lo et al., 2013). Variance risk premium (Carr & Wu, 2009). Multi-factor short validation (Fama & French, 2015). Not random TA — quantitative finance.
Every decision is logged
Every trade, rejected setup, regime shift, and parameter change is timestamped and visible on the dashboard. You'll know exactly what happened and why. No black boxes.
Three tiers. Pick the one that fits.
Intelligence gives you the signals and the dashboard. Automation and Professional tiers connect to your brokerage account and handle everything from there. Pick the tier that matches your portfolio size.
Research-backed signals without the automation.
See what the system would do: live regime, screener signals, options candidates. Execute manually or just watch. Built on 20+ academic papers from top finance journals.
Research-backed signals • Execute manually
- —Daily regime status (Expansion, Choppy, Tightening)
- —Pre-market screener signals (longs & mean reversion)
- —Options income candidates (covered calls & CSPs)
- —Portfolio risk dashboard (drawdown, sector concentration)
- —Daily positions email with stop-price column
- —Signals validated against Fama-French factors & VRP
- —Asymmetric stops adapted to volatility regime
Brokerage-connected, fully automated.
Connect your brokerage API. Winzinvest handles entries, exits, stops, options rolls, and risk gates. Every session. You watch the dashboard, the system does the work.
For accounts under $1M
- —Everything in Intelligence
- —Direct brokerage API integration (IBKR, Tastytrade)
- —Fully automated entry, exit, and options rolling
- —13-layer execution risk gates
- —PIN-protected kill switch
- —ATR-based stops auto-set on every position
- —Earnings and dividend blackouts
- —Catalyst-driven entry screener (gap + volume + consolidation)
- —Automatic position building into confirmed winners
- —Early exit for failed setups (capital redeployed to better ideas)
- —Weekly options parameter backtester
For portfolios over $1M.
Automation tier, priced for serious accounts. A wealth manager charging 1% on $1M costs $10K/year. This is $4,788/year. Same execution, 52% cheaper, and you keep control.
0.48% of $1M annually vs 1% for wealth managers
- —Everything in Automation
- —Designed for accounts $1M+
- —Same 13-layer execution risk gates
- —Full options automation and rolling
- —Appropriate risk scaling for larger positions
Automation tier, locked at $79/month for life. The system trades a live IBKR account right now. You're pre-ordering the hosted version. Founding Members get early access and direct input on the roadmap. It's a bet on V1. If that sounds good, the slot is yours.
System is live, trading real money today. You're pre-ordering the hosted version. Timeline: 8–12 weeks once we hit critical mass. Could be faster. We'll keep you posted.
What you need
Winzinvest connects via your brokerage's API. You keep full control. We never hold funds, never have discretionary authority. Just execution.
Interactive Brokers
Available Now
Full support: equity shorts, multi-leg options, portfolio margin, ATR trailing stops. Everything works.
- ✓Equity shorts + margin
- ✓Multi-leg options (spreads, combos, bag orders)
- ✓Portfolio margin (up to 6× leverage)
- ✓Native trailing stops
- ✓Paper trading environment
Tastytrade
Coming Q2 2026
Great for options-focused portfolios. Lower commissions than IBKR. Trailing stops managed client-side, but you won't notice the difference.
- ✓Multi-leg options (full support)
- ✓Equity shorts + margin
- ✓$0 stock commissions, $1/contract options
- →Trailing stops managed client-side*
- ✓Paper trading sandbox
*Risk management identical to native stops.
Account Requirements
Margin account with Level 2+ options approval
API access enabled in your brokerage account
$25,000+ account value (pattern day trader rule)
Not compatible: Alpaca (no options support), Robinhood (no official API). Additional brokerages available on request. See FAQ.
Common questions
Execution software that connects to your brokerage (Interactive Brokers now; Tastytrade coming Q2) and automates your strategy. You set the rules. Winzinvest follows them and stops you from breaking them when you're down 2% and convinced the next trade is different. It's not a robo-advisor, not a signal service, not investment advice. Just mechanical execution of your own rules.
Winzinvest · System Design Principle
“Most traders lose not because they can't find an edge. They lose because they override it at the worst possible time. That's the only problem we solve.”
Join the waitlist. We'll let you know when your slot opens.
Works with Interactive Brokers (full support). Tastytrade support coming soon. Self-directed execution software. Not investment advice.