Auto-Trade on supported brokers
Execute the plan's target allocation automatically, or review each order before it goes out.
Elite · Auto-Trade
Turn the plan into executed trades
Planning is only half the job. Elite connects your plan to supported brokers so rebalancing, harvesting and income strategies actually happen — with guardrails you set.
Rebalancing advisor
Drift monitoring that tells you when rebalancing is worth the tax and cost — not just when the calendar says so.
Tax-loss harvesting
Capture losses systematically with wash-sale detection so the benefit is not disallowed later.
TradeBots
Rules-based income strategies including the wheel, covered calls and iron condors, run to your parameters.
Net-Liq Kill Switch
A hard floor on net liquidation value that stops automation before a bad week becomes a bad decade.
Smart Manual Ticket
Broker not supported for automation? Get an exact, ready-to-place ticket you can enter anywhere.
Guardrails before anything is automated
- You choose which accounts automation may touch — and which it may never touch
- Position size, concentration and cash-floor limits are set by you
- The Net-Liq Kill Switch halts automation at a threshold you define
- Every automated action is logged with the reason behind it
- You can switch to review-before-execute at any time
- Auto-Trade is off by default and only available on the Elite plan
Frequently asked questions
See where you stand — free
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Wealth Vista is software, not a fiduciary. Professionals remain responsible for advice delivered to their clients; consumers should consult a certified professional before acting.