Finorely studies your cash flow and market conditions to schedule automated, risk-managed contributions — so your surplus keeps working even between projects, without you watching the markets.
One quarter brings three client contracts at once. The next brings a quiet month and a thinner invoice. Deciding when — and how much — to invest in that rhythm is harder than it looks, especially alongside client deadlines.
Finorely was built around this pattern specifically, not as a general-purpose trading tool adapted after the fact.
The platform combines predictive modelling with automated dollar-cost averaging (DCA), so decisions follow consistent rules rather than mood or market noise.
Models trained on historical volatility and momentum indicators identify statistically favourable windows to invest, rather than reacting to short-term headlines.
Once your contribution rules are set, Finorely executes smaller, scheduled investments automatically, spreading timing risk across periods instead of one lump decision.
Surplus is allocated across asset classes according to your stated risk profile and liquidity needs, reviewed as conditions change.
Contribution amounts adjust to your actual cash position each period — increasing in stronger months, pausing automatically when reserves run low.
Each recommendation passes through the same sequence, so you can see exactly why a contribution was scheduled, delayed, or reduced.
You link the accounts you want analysed. Data stays read-only for analysis purposes unless you explicitly authorise an execution.
The model reviews recent market volatility alongside your incoming and outgoing cash patterns to estimate a safe contribution range.
Candidate entry windows are ranked against your risk thresholds; only those within your approved limits move forward.
Approved contributions are placed automatically, in smaller tranches rather than a single lump sum.
Positions and thresholds are reviewed continuously so the strategy adapts if your income or the market shifts.
Data sources include public market pricing and historical volatility indices, combined with your own, anonymised cash-flow pattern. No recommendation is based on data you have not connected.
Three invoices clear in the same month. Rather than investing the full surplus at once, Finorely checks your current portfolio exposure and risk ceiling before scheduling contributions.
Detected surplus: above baseline. Exposure check: within limit. Action: contribution tier raised for the next two scheduled windows, volatility permitting.
Invoicing slows and your reserve buffer drops closer to the threshold you set when onboarding. The system treats liquidity protection as a higher priority than any single entry opportunity.
Detected reserve: near minimum buffer. Action: next contribution reduced by a pre-agreed factor; resumes once reserve recovers.
Short-term volatility rises sharply across the asset classes in your allocation. Predictive scoring flags the window as outside your approved risk threshold.
Volatility score: above threshold. Action: entry deferred to next cycle; reserve held in cash equivalent in the meantime.
Set your risk thresholds once. From there, predictive entry points and scheduled contributions run in the background, adjusting to your income as it arrives.
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