HOW INFORMATIC CAPITAL WORKS — A Step-By-Step Guide

At Informatic Capital, we combine artificial intelligence, real-time market data, and human expertise to build and manage portfolios that grow with you. Here's exactly how it works from the moment you sign up.

Step 1 — Complete Your Risk Profile

Every client begins with a personalized risk assessment. We ask about your investment timeline, income, financial goals, and risk tolerance. This isn't a generic quiz — our algorithm uses your answers to build a custom allocation framework tailored specifically to you. Takes less than 5 minutes.

Step 2 — Our Algorithm Allocates Your Portfolio

Using your risk profile, our proprietary robo-advisory engine screens thousands of securities and allocates capital across sectors, asset classes, and market caps based on real-time performance data, fundamental analysis, and momentum signals. Every position is weighted for risk-adjusted return — not just raw gains.

Step 3 — Receive Your Monthly Portfolio Report

Gold and Platinum members receive a detailed monthly report covering: current holdings and their performance, recommended rebalancing actions, sector rotation analysis, macro-economic context, and a forward-looking allocation strategy. Every report is backed by data, not guesswork.

Step 4 — Consult with a Certified Advisor

Every month (Gold) or bi-weekly (Platinum), you sit down with one of our RIA-certified advisor partners for a 1-on-1 strategy session. Review your portfolio performance, ask questions, adjust your goals, and get a clear action plan. This human layer on top of our algorithm is what separates Informatic Capital from purely automated services.

Step 5 — Monitor, Rebalance & Compound

Markets change. Your portfolio adapts. Our algorithm continuously monitors your holdings for volatility, sector shifts, and new opportunities. When rebalancing is warranted, you receive an alert and a recommended action — keeping your portfolio aligned with your goals without the emotional noise that derails most investors.

Ready to start? Choose the plan that fits your goals — Silver (free), Gold ($19.99/month), or Platinum ($49.99/month) — and let the algorithm go to work for you.

Informatic Capital Investments LLC is not a licensed securities dealer or advisor. Advisory services are provided through third-party registered investment advisers. Past performance is not indicative of future results.