Credline
Issue your agent a card.
Watch it buy the stocks.
Write a mandate in plain language, set a monthly limit, and hand the agent a card. It screens, sizes the position and places the order — then tells you why.
free to start · you set the spend limit
How it works
Four steps, then it runs itself.
The order matters: the mandate has to exist before the card can enforce it, and the card has to hold something before the agent can act.
- 01
Write the mandate
Plain language: what it may buy, how many holdings, how much of the sleeve any one name may take. This is the rule set the card checks every order against.
- 02
Issue the card
Set a monthly limit and where fills get reported. The card is created against that limit and cannot spend past it, whatever the agent decides.
- 03
Fund it from your wallet
Connect Phantom and send SOL. It lands on the card as spendable balance at the going rate, and the transfer is logged with its signature.
- 04
Let it trade, then take profit
The agent picks what fits the mandate and explains each fill. Your portfolio value moves with the prices, and any position sells back to the card.
Benefits
A spending instrument, not another dashboard.
An agent that can research a position but not take it is an expensive newsletter. The card closes that gap.
Real money, fenced in
The card draws on a funded sub-account. That is all it can reach — your bank and your other positions stay outside.
It picks the positions
You write the mandate. The agent screens, sizes and sends the order without waiting to be prompted.
The limit is the leash
Per-order, daily and monthly caps, plus a ticker allow-list. Margin and options stay off unless you turn them on.
Every fill explains itself
Each trade is logged with the thesis, the data behind it and the rule that permitted it.
The mandate
Plain language in. Enforced rules out.
The mandate is checked before an order leaves the runtime — it is not a suggestion in a prompt.
The market
24 instruments. Four it is allowed to touch.
Everything is on the screen; only what fits the mandate is on the table. Names inside it are tagged.
FAQ
The four questions everyone asks first.
Can the agent really move my money?
It can spend the balance on its card and nothing else. The card sits on a segregated sub-account, so your bank, your brokerage cash and your other positions are outside what it can reach.
What stops it from buying something stupid?
Orders are checked against your allow-list, your per-order and daily caps and a liquidity floor before they leave the runtime. Anything above your review threshold waits for a human.
Who actually holds the shares?
A regulated broker-dealer holds them in your name. The card is the funding and permission rail; the agent never takes possession of the assets.
What does it cost to start?
Free to issue a card and run one mandate. You pay per executed order after the first fifty a month, and the agent warns you before it crosses a threshold you set.
Write the mandate. The card does the rest.
Free to start · you set the spend limit · this is a demo, so no card is issued and no order is placed.
Card issued · •••• 7310
Capped at $0 a month.
First fills go to you.