Set your rules once. Every trade idea your AI brings you gets checked against them before you act.
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Example. Not real account data.
Made for busy people
Most people don't have hours a week to read charts and track positions. With Veltree OS you set your plan once, and your AI does the legwork: it reads your holdings, checks them against your rules, and brings you a short check-in every two weeks. You read it, you decide, you approve.
How it works
There's no new app to learn. Veltree OS adds your portfolio to the AI you already use, so investing fits in with everything else you do there.
Turn on Veltree OS inside ChatGPT or Claude, the same way you'd add any plugin.
Let your AI read them through Questrade's own connector, or type them in. Veltree OS never connects to your account itself.
Start from a published strategy or set your own numbers. From then on, every idea is checked against them, and nothing happens without your OK.
What you get
Ask about your holdings the way you'd ask ChatGPT or Claude anything else. Plain questions, plain answers.
Veltree OS screens a wide universe of stocks and shows which ones pass your rules and fit your target list, so you don't have to do all the research yourself. It never picks for you.
A short review with your AI to rebalance on schedule instead of on impulse.
See each idea your rules turned down and why. Proof you stuck to your plan.
Your holdings, your weights against your caps, your rules and your next check-in, on one screen.
Every limit is a number you chose. Change one any time, and the next check-in uses it.
Your rules
Most of us know what our plan is. The hard part is sticking to it when a headline or a hot tip hits. Set the rules once, and Veltree OS holds the line for you.
Example rules from a published strategy. Start from one, or set your own numbers.
Questions
No. You can start from a published strategy and adjust the numbers. You don't need to read charts or follow the market every day.
No. It can screen for names that pass your rules, but what goes on your list, and every trade, is your decision.
We're building for ChatGPT and Claude first.
Questrade, for now. Veltree OS is built for Questrade investors first, and more brokers come later. You can also type your holdings in by hand.
No. Veltree OS never places a trade. You make every change yourself, at your broker. Its job is to say no to the ideas that break your rules.
We're opening Veltree OS to a small group first. Join the waitlist, and if you want, tell us the one rule you wish your AI would never let you break.
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