Vesting is an autonomous AI agent that monitors your investment positions 24/7, surfaces what matters, and acts on your behalf — rebalancing, reinvesting dividends, and alerting you before small problems become large ones.
Real-time tracking of every position, sector exposure, dividend schedule, and earnings date across your entire portfolio — not just what you remember to check.
Not noise. AAPL earnings in 3 days, SCHD dividend ex-date next week, NVDA position overweight by 3%. Actionable intelligence, not a firehose.
Define your rules once: rebalance when drift exceeds 3%, reinvest dividends automatically, trim winners above 20%. Vesting executes — you just get the report.
Weekly digest. Monthly performance vs. benchmark. Quarterly rebalance summary. Human-readable, investor-grade — not a raw data dump.
Link your brokerage account via read-only API access. Vesting reads positions, cash balance, and transaction history. It cannot trade without your explicit rules in place.
Maximum drift tolerance, dividend reinvestment preferences, sector limits, and alert thresholds. This is the constitution your agent follows.
Continuous monitoring. Drift correction when rules trigger. Earnings alerts 5 days out. Dividend reinvestment on schedule. You receive a weekly summary — nothing else required.
"A trading algorithm is a vending machine — it executes what you program. Vesting is closer to a junior portfolio manager who never sleeps, never panics, and doesn't act on a hot tip."
Vesting works while you focus on building. It's the portfolio employee that runs in the background — monitoring, rebalancing, alerting, executing your rules exactly as you set them. No micromanaging. No salary. No human error.