Step 02 · Create Strategy

How would you like to begin?

Build a fresh strategy from rules — or import an existing portfolio and see its health.

Explore New Strategy

Define your investment thesis across five steps: Construction, Entry, Exit, Manage, Preview — fully under your control.

  • Guided 5-tab builder
  • Single-page Construction first
  • Save as draft, resume anytime
Start Building

Import Portfolio

Already invest with a broker? Import your holdings using different methods and we'll show you a clear Health Report — including what disciplined rules would have done to your holdings.

  • Import from brokers, or upload CAS / CSV
  • Auto-detected holdings & Mojo Scores
  • Health Report with Portfolio IRR
Import & Diagnose →