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Vision

The next big thing in algorithmic investing, redefining wealth creation for an inclusive, innovative, and prosperous community.

Ogdn Ames

Individual Account

Dashboard

Performance

Account

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Total Equity

$101,279.93

+3.58%

Market Open

$105k

$100k

$75k

Buying Power

$405,119.72

Cash

$51,279.93

Daily Change %

+3.58%

Daily Change

$3,625.82

1D Return

+3.58%

1M Return

+5.21%

1Y Return

+35.04%

Overall Return

+35.04%

Number of Trades

9

Confidence

91

Liquid Funds

$25,003.21

In the near future, clients will gain access to their own personalized "Live Trade Journal", accessible securely through a dedicated local site. This innovative platform will provide clients with real-time insights into their investment portfolio, featuring a dynamic dashboard showcasing crucial information such as total equity, current positions, recent orders, account details, and comprehensive statistics and performance indicators. With this live dashboard, clients can stay informed about the status of their investments at any given moment, enabling them to make informed decisions and take timely actions.

 

The platform will offer a dedicated support menu, allowing clients to directly communicate with our algorithm developers for in-depth discussions about strategies, account outlook, and any other queries they may have. This personalized support ensures that clients have the resources and guidance they need to optimize their investment experience and achieve their financial goals with confidence.

Trade Journal

MASON

Our vision for MASON extends beyond revolutionizing investment accessibility and innovation through algorithmic trading; it encompasses the creation of a robust and diversified system. Soon, we will roll out extensions of MASON, including a diversified brokerage offering that integrates seamlessly with major brokerage accounts like Robinhood, Webull, and Charles Schwab. This expansion will broaden MASON's underlying strategy to include investment in various equities such as gold and other historically performing assets. Moreover, MASON will integrate with different types of accounts, expanding beyond Alpaca individual and business accounts to cover every major brokerage and account type, including retirement and Roth IRAs. 

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Additionally, MASON will be fully capable of integrating with family offices and hedge funds alike, further expanding its reach and applicability across various investment entities. Learn more.

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Disclaimer: Robinhood, Webull, Charles Schwab, TD Ameritrade, Alpaca, and ETrade (by Morgan Stanley) are not AIS official partners. The image is solely for illustrative purposes to represent our vision for the product MASON. We aim to offer a diverse brokerage platform that integrates with various brokerage accounts.

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