Brenavora dashboard overlay representing real-time AI data analysis for investment decisions
For UK investors & small businesses

Set up an AI-managed portfolio in under 60 seconds

Brenavora connects to your existing accounts, reads the relevant data in real time, and applies a predictive model to recommend and adjust allocations. No spreadsheets, no manual rebalancing, no guesswork about where to look next.

Live view: a typical session shows exposure by asset class, a 24-hour volatility reading, and a single-line recommendation — e.g. "reduce equity weighting by 3% ahead of scheduled rebalancing." The model updates these figures continuously as new data arrives, rather than on a fixed daily schedule.
The setup

Three steps, one minute, no ongoing admin

Most onboarding in financial software asks for documents, verification calls, and a waiting period. Brenavora is built around the opposite assumption: the less time you spend configuring it, the more useful it is.

  1. 0–20 seconds

    Connect your accounts

    Link a bank or brokerage account through a secure, read-only connection. Brenavora never gains the ability to move funds on your behalf; it only reads balances, holdings, and transaction history to build an accurate picture of your current position.

  2. 20–45 seconds

    Let the model analyse your position

    The engine cross-references your holdings against market data, historical volatility, and your stated risk tolerance. It produces a baseline allocation and flags any immediate concentration risk, such as overexposure to a single sector.

  3. 45–60 seconds

    Approve and let it optimise

    Confirm the suggested allocation once. From that point, Brenavora monitors your portfolio continuously and applies pre-agreed rebalancing rules automatically, so you are not required to check in daily to keep it on track.

What's happening under the hood

An engine built to reduce risk, explained in plain terms

We avoid describing the model in abstract marketing language. Here is specifically what it does with your data and why that matters for a passive investor.

Predictive modelling

Forecasts that update with new data

The model is retrained on rolling market data rather than a static snapshot, so its forecasts reflect current conditions instead of last quarter's assumptions. Outputs are shown as ranges, not single-point guarantees.

Real-time risk mitigation

Exposure checks run continuously

Every incoming price or volume change is checked against your risk thresholds. If exposure to one asset or sector moves past the limit you set, Brenavora flags it immediately rather than at the next scheduled review.

Automated rebalancing

Allocation stays within agreed bounds

When drift from your target allocation exceeds a set tolerance, trades are queued automatically to bring the portfolio back in line. You can review every adjustment in a plain-language log after it happens.

Data & methodology

We would rather explain our logic than ask you to trust a testimonial

Financial tools often rely on client quotes instead of detail. Brenavora publishes the reasoning behind its recommendations so you can judge the method on its own terms.

  • Data integrity

    Market data is sourced from regulated exchange feeds and reconciled against a secondary provider before it reaches the model, reducing the chance of acting on a stale or incorrect price.

  • Algorithmic transparency

    Each recommendation includes the factors that drove it — for example, volatility, correlation to existing holdings, or a sector weighting limit — rather than a single unexplained score.

  • Security standards

    Account connections use read-only, bank-grade encryption, and credentials are never stored on our servers. You can revoke access at any time from your account settings.

Brenavora analysts reviewing real-time data models used for portfolio recommendations
Who this is built for

Two common starting points

Side-hustle investor

Growing savings without a second job's worth of admin

A typical user has a full-time role and a modest investment account they check irregularly. After the initial connection, Brenavora handles rebalancing and risk checks automatically, so contributions keep working even on weeks with no time to log in.

Typical setup: one ISA or general investment account, moderate risk tolerance, monthly contribution schedule. The model's main task here is keeping allocation drift small between contributions.

Typical setup: a small business reserve account, lower risk tolerance, quarterly reporting cycle. The model's priority is capital preservation ahead of growth.

Small business strategy

Treating idle cash reserves as a managed position, not a static balance

Small businesses often hold cash reserves in accounts earning negligible returns, because actively managing them is not a core task for the owner. Brenavora applies the same real-time monitoring to a lower-risk allocation, with rebalancing rules weighted toward liquidity.

Common questions

Before you connect an account

Does a 60-second setup mean the risk assessment is shallow?

The 60 seconds covers connection and confirmation, not the analysis itself. Risk assessment runs continuously in the background both before and after setup, using data that updates far more frequently than a one-time questionnaire would capture.

How much time does this actually require after setup?

Beyond the initial connection, most users check in monthly to review the adjustment log. Rebalancing and risk flags happen automatically within the limits you set, so no daily oversight is required to keep the portfolio aligned.

How often are earnings or adjustments reported?

Portfolio performance and any trades made on your behalf are logged in real time and summarised weekly. You can also view the live position at any point, rather than waiting for a scheduled statement.

Can I set limits the AI cannot exceed?

Yes. Risk tolerance, maximum sector exposure, and rebalancing frequency are all configured by you during setup and can be changed at any time. The model operates within those bounds rather than overriding them.

Connect an account and see your first recommendation today

Setup takes about a minute. You can review the suggested allocation before anything is actioned.

Launch Portfolio Now

No credit card required to connect an account and view your first analysis.