Eliminate spreadsheet firefighting
Consolidate positions, allocations, trades, and dividends from every custodial data source into one validated hub with governance baked in.
H
HODL Pilot
Private Portfolio Operating System
Private SaaS Launch • Invite only
Run every portfolio, tax decision, and automation from one AI-native command center
HODL Pilot is the managed SaaS platform built for investors who outgrew spreadsheets and fragmented tools. Consolidate brokerages, unleash AI-driven allocation and tax intelligence, manage alternative assets, and stay compliant across EU • UK • US regulations—without ever hosting code yourself.
AI portfolio brain
Tax orchestration
Automation playbooks
EU • UK • US compliance
Limited seats per cohort • Managed SaaS delivery • No code or infrastructure to run
Why high-performing DIY investors are lining up for HODL Pilot
Our research with 120+ portfolio owners surfaced the same frustrations: scattered data, tax surprises, and no single source of truth. HODL Pilot solves the compounding pain with an AI-native, compliance-ready operating system.
Automate high-impact decisions
AI-generated rebalance plans, contribution schedules, and alerts surface the next best action before risk and taxes intensify.
Stay audit-ready everywhere
Automated audit trails, dual-approval workflows, and data residency options keep investors, family offices, and advisors regulator-ready across EU • UK • US.
Unlock premium client experiences
Deliver elegant dashboards, on-demand reporting, and message-ready storyboards without exposing your stack or sacrificing control.
Everything you need to command modern portfolios
HODL Pilot merges institutional-grade analytics with AI guidance, automation, and compliance so you can grow capital with conviction.
Conversational portfolio brain
Ask in natural language, receive explainable rebalancing, factor insights, and risk calls underpinned by supervised, bias-tested models aligned with EU AI Act standards.
Multi-account tax intelligence
Coordinate taxable, retirement, and corporate accounts with automated asset location, wash-sale prevention, and pre-trade impact simulation for US, UK, and EU tax regimes.
Alternative asset command center
Track crypto, private deals, real estate, and co-investments alongside traditional holdings with correlation analytics and consolidated reporting.
Automation playbooks & execution
Design recurring contribution plans, generate broker-ready trade sheets, and execute compliance-aware workflows with audit-perfect logging.
Goals, dividends & cashflow intelligence
Model retirement, education, or income mandates, project dividend/income runways, and benchmark progress against actionable metrics.
Managed security & governance fabric
Benefit from mandatory MFA, RBAC, rate limits, SCIM-ready provisioning, SOC 2 aligned controls, and jurisdiction-specific data residency delivered as a managed service.
Secure invite-only access before public launch
We release HODL Pilot in curated cohorts so we can tailor onboarding, ensure compliance, and deliver white-glove support. Share where you want leverage—we’ll keep you in the loop with build diaries and priority invites.
Managed security engineered for EU • UK • US compliance
Every subsystem of HODL Pilot is operated by us and benchmarked against OWASP Top 10, ISO/IEC 27001, EU AI Act, GDPR/UK GDPR, SEC Regulation S-P, FINRA notices 21-29/22-18, and UK FCA/ICO expectations.
Responsible AI governance
Model cards, bias audits, human-in-the-loop approvals, and full explainability aligned with EU AI Act and UK AI assurance frameworks.
Privacy & residency by design
Regional data hosting, SCC-ready workflows, automated DSRs, and encryption (at rest & in transit) satisfy GDPR, UK GDPR, and CCPA.
Financial compliance guardrails
Segregation of duties, supervisory approvals, immutable audit trails, and policy-based access mapped to SEC, FINRA, and FCA guidance.
Identity & access controls
Mandatory MFA, policy-based RBAC, session revocation, and SCIM-ready provisioning satisfy zero-trust and supervisory requirements across regions.
Continuous monitoring
Centralised security logging, anomaly detection, SIEM integrations, and continuous control monitoring benchmarked against SOC 2 Type II, NIST CSF, and ISO 27001.
Incident & audit readiness
Runbooks, tabletop exercises, regulator-ready reporting packs, and immutable audit trails keep teams prepared for EU, UK, and US examinations.
EU AI Act alignment • GDPR / UK GDPR compliant • SEC / FINRA & FCA guidance mapped • SOC 2 controls in progress
Automation ROI
+4.8%
Avg. boost in contribution efficiency from AI-driven playbooks (pilot cohort, 2024).
Tax Alpha
$8.6k
Median annualised tax savings scenario across multi-account households using orchestrator simulations.
Time saved
12 hrs
Average weekly time clawed back from manual reconciliation, according to private preview interviews.
Choose the portfolio operating stack that fits your mandate
HODL Pilot is delivered exclusively as a managed SaaS platform. Source code remains private, infrastructure is operated by us, and every subscription includes security, compliance, and support.
Core Platform
Full multi-portfolio control, dashboards, dividend intelligence, and security controls—operated end-to-end by the HODL Pilot team.
- Portfolio composer & performance analytics
- Transactions, dividends, and exportable records
- Alerts, watchlists, and goal dashboards
- Managed hosting, monitoring, and support
Growth Suite
Add AI, tax orchestration, alternative assets, and automation modules as a fully managed SaaS layer—no code or infrastructure on your side.
- AI portfolio optimizer & conversational assistant
- Multi-account tax orchestration & wash-sale defense
- Alternative asset analytics & correlation insights
- Automation playbooks and broker-ready exports
Pro & Advisor
For advisory teams, family offices, and automation-heavy mandates requiring bespoke integrations, SLAs, and private tenancy managed by HODL Pilot.
- Advisor workspaces & white-label reporting
- Performance attribution & factor analytics suite
- Dedicated compliance reviews & audit support
- Priority onboarding & bespoke integrations
Pricing is published at launch. Waitlist members receive founding-discount tiers and personalised onboarding calendars.
Early voices from the private preview
A handful of investors, family offices, and advisors are already shaping the experience. Here is what they’re saying.
“Our spreadsheets couldn’t keep up with 9 accounts. HODL Pilot’s AI rebalancer and automation playbooks slashed the work to minutes.”
Private preview investor • US
“The tax orchestrator flags wash sales across accounts before trades settle—nothing else gives that clarity.”
Family office principal • UK
“Having compliance, AI, and automation delivered as a managed SaaS offering is exactly what our advisory practice needed.”
Wealth advisor • EU
Frequently asked questions
When will HODL Pilot be available?
We’re completing compliance validation across EU, UK, and US regulators now. Waitlist members receive milestone updates and the first invites as cohorts open.
Is this truly managed SaaS?
Yes. We host, secure, and operate the full stack—no code or infrastructure is shared. You receive dedicated spaces, SLAs, and onboarding with our team.
Which features are part of the initial release?
AI portfolio intelligence, tax orchestration, automation playbooks, alternative asset analytics, goals, dividends, alerts, and enterprise security controls are all included at launch.
Who is HODL Pilot for?
Sophisticated DIY investors, family offices, and advisory teams managing multi-account portfolios who need institutional discipline without building their own stack.
Claim your place in the launch cohorts
HODL Pilot is the AI-first, compliance-ready portfolio OS run as a private SaaS. Secure your invite to experience the future of DIY investing before it opens to the wider market.
Spaces are limited per cohort • Managed SaaS • Private infrastructure