Moneyfarm runs predictive risk models against your portfolio continuously, flags exposure before it compounds, and executes pre-approved protective actions while you are on a flight, in a meeting, or offline.
Location-independent professionals manage portfolios across multiple currencies, jurisdictions, and time zones. A margin call in Frankfurt doesn't wait for a connecting flight from Singapore. Manual monitoring breaks down the moment you lose a stable schedule, and most alert systems still require a human to read, interpret, and act.
Moneyfarm ingests market data, macro indicators, and your portfolio structure in real time. When exposure crosses a threshold you defined, the system either notifies you or executes a pre-authorized protective action — rebalancing, hedging, or partial liquidation — depending on the mandate you set during onboarding.
No action is taken outside the boundaries you configure. The engine optimizes within constraints; it does not override them.
Each module operates independently but shares a common data layer, so a signal detected by one component immediately informs the other two.
Processes historical and live market data to estimate the probability of adverse price movement across your holdings, updated on a rolling basis rather than at fixed intervals.
Input: market feeds, macro dataTranslates probability scores into concrete exposure limits per asset class, currency, and jurisdiction, based on the risk tolerance you specify during setup.
Input: your risk parametersCarries out the predefined response — alert, rebalance, or hedge — and logs the decision with the data that triggered it, so every action remains auditable.
Output: logged, reversible actionsWe do not publish return claims or client quotes. Instead, every automated decision is recorded with its inputs, so you can review why the system acted the way it did.
| Timestamp (CET) | Asset Class | Risk Score | Action | Status |
|---|---|---|---|---|
| 08:14:02 | EUR/USD Position | 6.8 / 10 | Partial hedge applied | Hedged |
| 09:41:37 | Emerging Market Equity | 8.2 / 10 | Exposure reduced 15% | Reduced |
| 11:02:15 | German Corporate Bonds | 3.1 / 10 | No action required | Hold |
| 13:29:48 | Commodities Basket | 7.4 / 10 | Stop-loss tightened | Hedged |
Onboarding is built for users who change location frequently and need the system to keep working without local reconfiguration.
Link brokerage accounts, bank feeds, and relevant market data providers through read-only, encrypted connections. No credentials are stored in plain text.
Define exposure limits, acceptable drawdown, and which actions the system may take autonomously versus which require your confirmation.
The engine runs continuously from that point forward, independent of your location or local market hours, with alerts delivered to your preferred channel.
Moneyfarm processes financial data under GDPR-aligned controls, with servers located within the EU. Access logs are maintained for every automated decision, and data is never used to train models outside your own account's scope.
The platform is built for professionals who hold EU tax residency or reporting obligations but operate from outside the country for extended periods.
Read About Moneyfarm
Request access to review the full methodology, decision logs, and configuration options before connecting a live account.
No trial funds required to review documentation and sample decision logs.
Initialize System Data processed under EU / GDPR-aligned infrastructure