Position Builder
Early alpha: now accepting testers

Put a plan behind your next buy.
Keep control of when cash moves.

Already know what you want to own, but want to keep cash for additional buys? Set how far a position must fall below your broker-reported average cost, how much to buy, and when to check. Position Builder runs the checks, submits eligible orders, and records the reason.

The alpha uses a free sandbox brokerage account and paper money only. It is a workflow tool, not investment advice or a signal service.

My reserve plan

Illustrative paper-trading example

Active
1Your rules, written once

Average-cost trigger

2% below average cost

Buy size

$50 per qualifying symbol

Take profit

+6% → sell

Position-value cap

$500 per symbol

2This cycle’s decisions
AAPLBuy submitted · $50
MSFTSkipped · not below trigger
VTISell submitted · exit triggered
3Every decision recorded

Each cycle records submitted orders, skips, and errors, plus the rule and broker data behind that decision.

One set of rules applies to every symbol in the microfolio.
Cash can stay unused if your buy condition never arrives.

For the cash you are deliberately holding back.

Position Builder fits the part of your plan reserved for buying below your average cost. If you want every dollar invested on a deadline, this conditional rule alone will not do that. A rising market can leave your cash waiting indefinitely.

Give your waiting cash a rule

If you already keep cash for additional buys, decide what qualifies before the next price move. Position Builder checks that rule on your schedule.

Make the decision once

Choose the threshold and order size ahead of time. Then use the alpha to see whether following that plan actually fits how you want to invest.

See why it acted

A price alert leaves the order up to you. Position Builder can submit eligible orders and keep a record of buys, sells, skips, and errors.

Set the rules, then let the workflow run.

You define the strategy. When a cycle is due, Position Builder checks each symbol in order and only places an order when the saved rules allow it.

1

Group symbols into microfolios

Put the positions you are building into small groups, then give each group its own rules and schedule.

2

Write your rules once

Set the average-cost trigger, buy size, position cap, and schedule for the microfolio. Add optional take-profit exits per symbol.

3

Automation runs and records each decision

Each cycle checks your rules, places any eligible orders, and records why every symbol was bought, sold, or skipped.

Your choices, with a repeatable workflow

You choose the investments and decide whether they still belong in your account. Position Builder handles the scheduled checks and order decisions you have already defined. The alpha is where we test how useful that is in practice.

Real brokerage workflow, paper money

Orders go through Alpaca’s brokerage infrastructure, but the alpha uses a paper-trading sandbox. You can test the real workflow without putting real money into it.

Control size and timing

Set projected position-value caps, optional exits, and a schedule. Pause scheduled automation when your plan changes. A position cap is not a lifetime spending limit.

Each decision has a record

Review cycle decisions alongside broker orders and available fill details. An accepted order and a completed fill are different things.

It follows your strategy

Position Builder does not pick investments or promise returns. It runs the rules you wrote for the symbols you chose.

Why I built it

I started with a tool for myself.

I built a personal app to refine Position Builder before turning it into a product. Then I tested the math and the buying rules. The useful idea is specific: give cash you are holding back an explicit job, and make each decision easy to inspect. Now I want to see whether that workflow makes sense to other people.

What the backtests taught me

Waiting for a lower entry can help on some paths and miss gains on others. Most tested rules trailed investing upfront in the later sample. Lower average cost does not establish that an investment is worth more, or that your account made money.

I am testing control, clarity, and a repeatable process in this alpha. Better investing habits and live performance still need evidence.

Read the results and their limits

Get started

Test the workflow with paper money now, or join the list for a later opening.

Early alpha

Create a free sandbox brokerage account, set up a microfolio, and try a rule with paper money. Check what bought, what skipped, and how much cash stayed unused. Tell me where the settings or explanations did not match what you expected.

Create your alpha account

I pause sign-ups once I have enough active testers to support properly.

Waitlist

Join for alpha openings and occasional notes about what changed.

See the privacy policy for how waitlist information is used.