Volaren docs
Volaren is your personal investing agent. It explains every move, suggests what to do next, and trades your decisions for you across every account you own, inside the limits you set. Start with how it works, or read the free course on how investing is done.
How the product works: connect your accounts, set up AI agents, turn an idea into a book, and the limits that keep you in charge. 8 short pages.
Getting started
Connect your brokerage and bank accounts so Volaren sees every holding, explains every move and trades where you say yes.
Copilot
Ask anything about a market or your portfolio, run a backtest, or place a trade, all from one box.
Idea to trade
Any idea becomes a reasoned book across asset classes, with the reason for every line, then becomes an AI agent in one tap.
AI agents
What an AI agent is, the rules and limits you set, approving each trade or letting it trade inside your limits, testing it first, and its AI cost budget.
Copy trade
Follow people, funds and strategies, see their record, and copy them in your own account inside your limits.
Portfolio and tax
Every holding across every account in one place, the Tax view, and tax-loss harvesting with wash sales checked across accounts.
Trade by text
Opt in, then text Volaren a trade: it echoes the exact order and places it on your yes. Ask and approve your AI agents by text too.
Safety and limits
The default limits on every AI agent, the 20% loss stop, the AI cost cap, practice and real money, and how you approve.
The course: how professionals analyze companies and markets, in a fixed reading order from the financial statements to valuation, asset classes, quantitative methods, macro, building a portfolio, case studies and today’s big theses. 42 free guides.
Foundations
The statements, the filings, and the arithmetic of time and money. Everything later cites these.
Valuing a company
In working order: understand the business, value it intrinsically, cross-check it against the market, then conclude.
Asset classes
How professionals actually analyze each market: what drives it, what data matters, and what the experts watch.
Quantitative methods
Risk, return, factors, optimization, and the honest limits of backtests.
From idea to portfolio
Thesis, trade, sizing, hedging: turning a view into positions you can defend.
Case studies
The frameworks applied to real assets and real history: companies of every shape, gold, bitcoin, a currency, a bond, and the S&P 500 itself.
Industry outlooks
The live debates: how professionals frame today's big theses, sector by sector, with the bull and bear case stated fairly.
The guides teach the standard methods and are not advice about any security. Every guide is free.