Builder
Compose your own fund. No subscription. Your data stays on your device.
Build your own fund
With the Builder you compose your own fund from the assets on your broker. You decide the assets and their weights; David places the orders you choose to make. No asset manager taking a slice of your returns, no black box.
Your portfolio data and broker API keys never leave your device. David Owl has no server that knows your positions.
Who it's for
For self-directed investors who want to take their long-term wealth into their own hands — entrepreneurs who want to act fast, and dual-income couples who want a grip on their pension build-up without the cost of managed investing.
How it works
Connect your broker with your own API key — it stays on your device. Build your fund by adding assets and setting the weights that fit your strategy. Then activate, and David places the orders and helps you keep the fund on track, on your moment.
What's already inside
- Compose it yourself — pick assets from your broker and give each position a preferred weight, with a minimum and maximum.
- Cash allocation — decide how much of your portfolio stays in cash.
- Activate with one confirmation — David places the orders through your broker (market or limit, with adjustable slippage). You see and confirm every activation.
- Rebalancing as a tool — pick your rebalance moment and David helps you bring the fund back to your target weights, no manual calculating required.
- Unlimited funds — build as many funds as you like.
- On your device — fund configurations and broker API keys are stored locally (iOS Keychain, Secure Enclave).
At launch connected to Bitvavo. More brokers will follow based on user feedback.