Investment Automation Mastery Program
Build sophisticated automated investment strategies through hands-on learning with real market scenarios and proven frameworks
Transform Your Investment Approach
Investment automation isn't about setting something up once and forgetting it. It's about creating smart systems that adapt to market conditions while you sleep. Our program teaches you to build these systems from scratch.
You'll work with real market data, not textbook examples. We've seen too many programs that teach theory without practical application. Here, you build actual automated portfolios during the course.
What Makes This Different
Most investment courses teach you to pick stocks or time markets. We teach you to create systems that do the heavy lifting. By autumn 2025, you'll have built and tested multiple automation strategies using your own capital or paper trading accounts.
The financial landscape changes fast. Automation helps you stay consistent even when markets get volatile. Our students typically see more disciplined investing habits within the first few months of implementing these systems.
Your Learning Journey
Six months of structured learning, starting October 2025, with each phase building on the previous one
Foundation & Risk Assessment
Before automating anything, you need to understand your risk tolerance and investment goals. We start with portfolio theory, but quickly move to practical risk management.
- Personal risk profiling with real scenarios
- Asset allocation models that actually work
- Understanding correlation in different market conditions
- Building your first simple automated rebalancing system
Platform Integration & Tool Mastery
You'll learn to work with major brokerage APIs and automation platforms. No coding required, but we do cover some basic scripting for advanced strategies.
- Setting up automated transfers and investments
- Working with robo-advisor platforms professionally
- Creating custom rules for different market conditions
- Tax-efficient automation strategies
Advanced Strategy Development
This is where things get interesting. You'll design automation systems that respond to market volatility, economic indicators, and personal life changes.
- Multi-factor investment models
- Automated dollar-cost averaging with variations
- Momentum and mean-reversion strategies
- Building safeguards and circuit breakers
Testing & Optimization
Your strategies need to work in different market environments. We'll backtest your systems and stress-test them against historical market events.
- Paper trading with real-time market data
- Performance analysis and adjustment techniques
- Preparing for market downturns and corrections
- Long-term sustainability planning
Learn From Practitioners
Our instructors manage real automated investment systems and have navigated multiple market cycles using the strategies they teach.
Marcus Thornfield
Marcus spent twelve years optimizing institutional portfolio management before focusing on retail automation. He's built systems managing over $50 million in automated strategies and teaches the practical side of what actually works in live markets.
Dr. Elena Vasquez
Elena brings academic rigor to practical investing. Her research on behavioral finance helps students build automation systems that account for human psychology and market emotions. She makes complex concepts surprisingly accessible.
James Kellerman
James helps students navigate the technical side without getting overwhelmed. He's integrated dozens of different platforms and APIs, so he knows which tools are worth your time and which ones to avoid.
Ready to Start Building?
Our next cohort begins October 2025. Class size is limited to ensure personalized attention and meaningful peer interaction. Early registration opens in July 2025.
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