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Invite-only agentic investing
Private agentic
portfolio intelligence.
An intelligent portfolio command center for an elite circle of investors. Put autonomous market insight to work inside your rules, with deliberate controls and complete human authority.
Agent-directed intelligencePrivate membershipPowered by GPT 6Human-defined guardrails
How it works →
◆ Protected with password + passkey authentication
Scheduled portfolio intelligence
Good day.
Catch reviews your connected Robinhood Agentic account only at requested or scheduled review events.
Robinhood disconnected
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Strategy mix
50 / 30 / 20Passive · Balanced · Aggressive◷
Scheduled reviews
0Enabled check-insNo portfolio snapshot yet
Connect Robinhood, then start a read-only review.
Positions
Unassigned holdings cannot be sold by CatchEvent-based intelligence
Portfolio reviews
Refresh Robinhood data without AI, request an AI review, or generate a proposal that still requires your approval.
0 / 4000
Monthly AI Usage Allowance
Covers AI research usage only. It is not a trading balance, buying power, or trading limit.
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Review status
Ready for researchHOLD and NO ACTION are successful outcomes.Next Scheduled Review
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Last 25 runsReview detail
Review outcome
Independent market intelligence
Market Research
Ask about financial markets and general trade ideas without connecting Robinhood. Available during the app’s regular U.S. weekday market hours.
Monthly AI Usage Allowance
Shared with portfolio Reviews.
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Recent research
Last 30 runsFake money · real guardrails
Simulated Investing
Track paper positions, performance, fills, and every deterministic decision. Nothing on this page can reach a brokerage.
Open positions
Fractional shares supportedRecent activity
Auditable decisionsRestart simulation
History is preservedHuman decision point
Approval inbox
Review each proposed order, select what you authorize, then approve the exact selection with a fresh passkey.
Awaiting your decision
Proposal detail
Approval is valid for five minutes and bound to this exact selection. Execution rechecks quotes, buying power, risk rules, and Robinhood warnings.
Transparent by design
How it works
Catch combines AI research, deterministic guardrails, and human approval to manage a connected Robinhood account. AI can recommend an action, but it cannot approve or submit a trade by itself.
01
Research layerAI researches
Portfolio context, market research, thesis, and risks.
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Safety layerCode validates
Trusted data and every deterministic guardrail.
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Human layerYou approve
A fresh passkey authorizes the exact selection.
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01
Start safely
Start a review
A manual request or scheduled review starts the same workflow. It first confirms:
- Your Catch account is active.
- Robinhood is connected and verified.
- Global, administrator, and user trading controls allow the requested action.
- Market data and AI budgets are available.
If a prerequisite fails, the workflow stops safely and records the reason.
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02
Authoritative context
Capture the Robinhood snapshot
The system retrieves the current account state and gives the research model only the context it needs:
Cash, buying power, and total equityOpen positions and cost basesTrusted current pricesRealized and unrealized P&LStrategy assignments and allocation targetsEvery active trading guardrailExcluded industries and ETF-only preferencesRefresh data can capture a new snapshot without using AI. AI reviews and proposals build on that stored snapshot.
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03
Research proposal
AI recommends an action
The research model can return:
BUYInvest the specified dollar amount.SELLSell the specified dollar amount.REBALANCEMove a position toward a desired value.HOLDRetain an existing position.NO ACTIONDo nothing.Each recommendation includes a ticker, strategy, confidence score, thesis, risks, and suggested dollar value. The AI does not choose execution prices, share quantities, fills, or final guardrail decisions.
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Independent prices
Obtain trusted market data
The system independently retrieves security classification and current quotes from the configured market-data provider. The model is not allowed to provide:
- Execution prices
- Share quantities
- Fill results
- Guardrail decisions
Missing, stale, or inconsistent provider data causes the action to be rejected.
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05
Deterministic safety
Validate the proposal independently
Before anything can be approved or sent to Robinhood, the risk engine checks:
Supported U.S. stock or ETFRegular market sessionQuote freshness and consistencyRobinhood connection and trading switchesETF-only and excluded-industry rulesMarket-cap limitsDaily trade and initial-purchase limitsDaily-loss limits and the hard 15% backstopMaximum 15% of equity per tradeMaximum 50% projected exposure per tickerMinimum cash reserve30-day turnoverStrategy driftMinimum and maximum trade valuesAvailable cash or sharesMinimum holding period for salesConfidence thresholds90% Passive75% Balanced70% AggressiveAny failed check rejects the proposal and records the reasons.
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06
Human-controlled execution
Approve the exact orders
Proposals appear in the Approvals inbox. You choose which orders to authorize, then confirm that exact selection with a fresh passkey. Approval expires after five minutes and is bound to the selected orders.
APPROVALFresh passkeyRECHECKQuotes + riskSUBMISSIONRobinhood onlyControlCatch never treats an AI recommendation as permission to trade. A human approval and a final execution recheck are required.
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Auditable accounting
Submit, reconcile, and record
After approval, the execution workflow submits the authorized orders to Robinhood and handles recoverable or uncertain outcomes. The system records:
Trade intent and approval selectionRobinhood order referenceSubmission and fill statusPosition quantity and cost basisRealized or unrealized P&LFresh portfolio snapshotsActivity and failure explanationsRetries and recovery paths are designed to avoid duplicate orders and to fail closed when the outcome is uncertain.
The important distinction
AI finds the opportunity. Code and people control the action.
The AI provides research and recommendations. Deterministic code decides whether an action is safe, and you authorize the exact order with a passkey before Robinhood can receive it. HOLD, rejection, and no-action are all normal successful outcomes.
Your profile & security
Account
Personalize your experience and manage the passkeys that protect your account.
Appearance
Theme
Trusted credentials
Your passkeys
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Add another device
Generate a setup code
Open Catch Investments on the new device, choose Add device, and enter this one-time code. The code expires after 10 minutes.
One-time setup code
Brokerage connection
Robinhood Agentic account
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Robinhood hosts sign-in. Catch never receives your Robinhood password.
Approval alerts
Notifications
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Financial details on lock screenAlways off
Protected operations
Administration
Approve members and control system-wide availability.
Global trading
Emergency fail-closed control checked immediately before every live order.
Scheduled reviews
Allow the scheduler to start due portfolio reviews. Manual reviews remain available when paused.
Archived simulation
Legacy control retained only for archived records.
OpenAI research
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AI context
Latest review overview