Financial Automation That Actually Works
Master the systems and strategies used by professionals to automate investing, budgeting, and portfolio management without the typical complexity
Your Learning Architecture
We've designed a systematic approach that builds your understanding progressively, from basic automation concepts to sophisticated portfolio management systems
Foundation Systems
Start with automated budgeting and expense categorization. Learn how APIs connect your accounts and create the data flows that power everything else.
Investment Automation
Build systematic investment strategies using dollar-cost averaging, rebalancing algorithms, and risk management protocols that run without daily intervention.
Portfolio Intelligence
Implement monitoring systems that track performance, generate reports, and trigger adjustments based on your predefined rules and market conditions.
Advanced Integration
Connect multiple platforms, create custom dashboards, and build sophisticated automation workflows that adapt to changing financial goals.
Building Real Financial Technology Skills
This isn't about get-rich-quick schemes or trading shortcuts. You'll learn the same systematic approaches that financial institutions use to manage billions, scaled down for individual portfolios.
- API integration with major brokerages and banks
- Python scripting for portfolio automation
- Risk management and position sizing algorithms
- Tax-loss harvesting automation
- Performance reporting and analytics
- Multi-account portfolio coordination
What You'll Actually Build
Real automation systems that manage your finances according to rules you define, not promises of magical wealth creation
Months 1-2: Automated Budgeting
Create systems that categorize expenses, track spending patterns, and alert you to budget variances automatically.
Months 3-4: Investment Scheduling
Build algorithms that invest according to your schedule and criteria, handling market timing and allocation decisions systematically.
Months 5-6: Portfolio Optimization
Implement rebalancing systems, tax optimization strategies, and performance monitoring that runs independently of your daily involvement.
Marcus Whitfield
Software Engineer, Manchester"The automation systems I built during the program have been running for eight months now. My portfolio rebalances itself quarterly, investments happen automatically, and I get detailed reports without having to log into multiple accounts every week."
Learn With Other Practitioners
Connect with people building similar systems, share code repositories, and troubleshoot integration challenges together
Code Repositories
Access shared libraries, templates, and working examples of automation scripts that members have tested and refined.
Technical Support
Get help with API integrations, debugging automation workflows, and optimizing system performance from experienced practitioners.
Strategy Discussion
Compare approaches to portfolio management, discuss market conditions, and refine automation rules based on collective experience.
187 active members currently building automation systems