Broker tools
IB Risk Navigator · statements
Show execution and raw data, not strategy meaning. Brokers won't build decision support. For them, it's a regulatory liability.
The decision cockpit that shows its work.
Institutional-grade portfolio intelligence for the investor running a serious book themselves. Every number reconciles to your broker's truth, and you make the call.
A software tool, not investment advice. You control every decision.
The gap
Nothing in between actually thinks.
If you run a complex book yourself, your tools fail you exactly when it matters: at earnings, on a roll decision, when the call goes in the money.
Retail trackers
spreadsheets · dividend apps
Treat positions as independent rows. They don't understand that a stock plus a short call is one position, not two.
Institutional
Bloomberg · Aladdin
They solve it, but at €25K–€200K a year with a six-month onboarding. Built for desks, priced out of reach.
Vela
institutional-grade, built for one
A decision surface that understands your strategies and reconciles to your broker. Priced for the investor, not the desk.
Why you can trust the number
Most tools approximate. Vela reconciles.
Other tools model a fair value and hope it's close. Vela ties every figure to what your broker actually did, and lets you trace it one click deep.
01 · LIVE
Live, broker-native
Wired straight into your IBKR gateway. You see current state, not an end-of-day, fifteen-minute-delayed snapshot.
02 · RECONCILED
Reconciled to broker truth
Every figure ties to your actual fills and positions: the broker's truth, not a model's guess.
03 · PROVENANCE
Every number shows its work
Coverage, freshness, and the source events are one click away. Honest n/a over faked precision.
04 · STRATEGY-AWARE
Strategy-aware
It knows your covered call is one position. Multi-leg options read as strategies, not a pile of unrelated rows.
05 · ATTRIBUTION
True P&L attribution
Price moves, income (dividends, interest, fees), and currency moves, each attributed separately and never double-counted.
06 · DECISION LAYER
A decision layer you control
Exposure, drift, roll-or-assignment framing, surfaced for the call. You decide; it informs.
Who it's for
The investor who outgrew the spreadsheet.
You run €500K–€5M across 30–150 positions on Interactive Brokers: equities, bonds, preferreds, covered calls, cash-secured puts. You lose hours a week reconciling, and you don't fully trust your own numbers. Vela is the cockpit you'd have built, if you had the time.
We hold this as a working hypothesis and we're using this page to test it. If this is you, the one question at the bottom is the most useful thing you can answer.
Honest by default
Where we are, and where we're going.
Vela is real today: one investor runs it on their own capital, every day. The ambition is to open it to other self-directed CIOs. We'd rather show you the seam than paint over it.
Real today
- ▪A working system, run on the founder's own IBKR capital.
- ▪Live ingestion, reconciliation, attribution, and the cockpit you see above.
- ▪Daily and unattended. You wake to current state, not stale data.
Where we're going
- →Open to other self-directed CIOs, one account at a time.
- →Broker-agnostic ingestion beyond IBKR.
- →Multi-account, for those running money for their family.
Your data, your decisions
Connect once, read-only.
The fastest way to lose a serious investor's trust is to ask for the keys. Vela connects with a read-only token. It reads your positions; it never trades for you.
PRIVACY
Read-only by design
A read-only data connection. Vela cannot place an order on your behalf. Every decision and every execution stays yours.
COVERAGE
Your whole book
Equities, bonds, preferreds, and multi-leg options, across the whole account. Not just the easy listed names.
RIGOR
Reproducible from your data
Your portfolio truth lives in your own data, reconciled. It isn't locked inside a vendor you can't audit.
Pricing: a working thesis
Priced against the weekend it gives back.
Not against Bloomberg. The honest comparison is the spreadsheet and the €30 tracker you use now, plus the hours you spend reconciling instead of deciding.
Entry
€49–79/mo
One account: the reconciled mirror and core analytics. The truth, in one place.
Pro
€149/mo
Multi-account, the full decision cockpit, advanced attribution. For the serious book.
Why it's worth it
~1 weekend / mo
Reclaimed from reconciliation. These tiers are a hypothesis we're testing, so tell us where they land.
Early access
See the cockpit before anyone else.
We're building quietly, with a small group of serious investors. Leave your email and the one answer that helps us most. A person reads every reply.
Thank you. You're on the list. We read every reply, and we'll be in touch as access opens.
No spam, no launch noise. We'll only write when there's something real to show.