CuotaSeren combines predictive analysis and real-time risk models to automate your Dollar Cost Averaging, without altering the amount you decide to invest per period.
The model identifies entry windows with lower relative volatility, combining historical series and real-time market data.
Why automate DCA
Buying on a fixed date each month is simple to execute, but it completely ignores the market context. When the contribution is processed the same day regardless of volatility, recency bias and fear of missing out on a raise end up altering the amount or timing of the purchase, even when the original plan said otherwise.
CuotaSeren keeps your periodic contribution plan intact, but shifts execution within a limited window when predictive analysis detects an entry of lower relative risk. The total invested in the period does not change; What changes is the exact moment in which each purchase is executed.
The model weights series of prices, volume and implied volatility to estimate the probability that the current price is below its expected short-term range. That probability—not a specific prediction—is what determines whether it is advisable to advance, maintain or postpone the purchase within the allowed window.
Technical capabilities
Each module operates on data updated in real time and can be independently audited.
Models trained on historical series and real-time market data estimate expected price ranges per asset, recalculated in each analysis cycle.
The system recalculates the implied volatility of each asset before each scheduled execution and adjusts the entry window if conditions change significantly.
Execute your periodic contribution plan without manual intervention, respecting the defined amount and frequency, within the input window calculated by the model.
The same analysis infrastructure is used for a personal portfolio or to compare multiple investment lines at the corporate level, without redesigning the process.
Methodology
Step 01
The system incorporates prices, volume, reference rates and local and international macro variables, updated in each analysis cycle.
Step 02
The models identify correlations between historical volatility and recent behavior of the asset, without depending on a single input variable.
Step 03
A suggested input window is generated along with the model confidence level, available for review before automated execution.
Step 04
The contribution is executed within the defined window, prioritizing the moment of lowest relative risk detected by the analysis.
Use cases
Professionals who contribute a fixed portion of their monthly income to different assets can define a DCA plan per instrument and let the system adjust the timing of each execution according to the relative volatility of each one, without the need to monitor the market on a daily basis.
Treasury or financial planning teams use the same analysis engine to compare the relative risk of different investment lines or coverages, with recommendations that can be reviewed before approving a larger scale execution.
The analysis module incorporates volume and implied volatility variables to estimate changes in the aggregate market behavior, information that is used as additional input when defining the suggested entry window.
Frequently asked questions
Information is transmitted and stored with end-to-end encryption. Access to broker or exchange credentials is done through permissions limited to reading and executing orders, without the ability to withdraw funds.
Yes. Each recommendation includes the model confidence level and the main variables that influenced the suggested entry window, available before the automatic order is executed.
The integration is carried out through an API connection with the supported platforms. During the technical demo you review which integrations are available depending on the broker or exchange you use.
The cost is defined according to the volume managed and the number of assets monitored. The exact detail is presented during the technical demo, once the scope of your portfolio or process is known.
Schedule a technical demo to see the predictive analysis applied to your own portfolio, or start setting up your Smart DCA plan right now.
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