Merqavelyn abstract data visualisation representing AI-driven market analysis

AI-Powered Copy-Trading

Reclaiming time through AI-driven growth

Merqavelyn gives time-poor investors hands-off access to algorithmic trading strategies, built for long-term financial security rather than constant portfolio attention.

Explore AI Strategies

Continuous monitoring. Disciplined, data-led execution.

How It Works

A decision engine built on evidence, not instinct

Most private investors lose value not through poor analysis, but through delayed reaction and emotional interference. Merqavelyn's models are designed to remove both. Each strategy ingests structured and unstructured data — price action, volatility surfaces, macroeconomic indicators and sentiment signals — and recalculates its position continuously.

This process, known as real-time calibration, allows the system to respond to changing conditions within the same session rather than waiting for a scheduled review. The objective is not simply higher returns, but risk-adjusted returns: performance measured against the volatility taken to achieve it.

Copy-trading means your account mirrors the trades of a selected strategy automatically. You retain full visibility and control over allocation, but the analytical and execution work is handled by the model.

Data ingestion

Market, sentiment and macro data streams are collected and normalised continuously.

Predictive modelling

Statistical models estimate probable outcomes and assign confidence weightings.

Risk calibration

Position sizing adjusts to current volatility and exposure limits before execution.

Execution & review

Trades are placed and outcomes fed back into the model for ongoing refinement.

Strategy Profiles

Three AI profiles, each analysing a different balance of data

Every strategy is governed by the same risk framework but weights its inputs differently, depending on the intended risk tolerance.

Lower Volatility

Conservative Growth

Prioritises capital preservation, using macro-trend and interest-rate data to limit drawdown during uncertain conditions.

Macro-trend indicators
Interest rate differentials
Historical volatility bands

Moderate Volatility

Balanced Market-Neutral

Seeks returns largely independent of overall market direction by analysing correlation gaps and sentiment shifts.

Cross-asset correlation data
Sentiment and news-flow analysis
Volatility surface mapping

Higher Volatility

Aggressive Alpha

Pursues higher-conviction positions identified through short-term momentum and outlier detection models.

Short-term momentum signals
Order-book depth analysis
Statistical outlier detection

Merqavelyn represents a parent reviewing their investment strategy with minimal time commitment

For Time-Poor Investors

Wealth building shouldn't be a second job

Clients who approach us are typically managing careers, family schedules and household finances simultaneously. Active trading, with its need for constant monitoring, is rarely compatible with that reality. Merqavelyn was built on the premise that disciplined, long-term growth should not require daily attention.

Once a strategy is selected, the system operates within pre-agreed risk parameters without requiring intervention. You remain informed through regular reporting, while the operational decisions are handled by the model.

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Set allocation once, review on your schedule
No requirement to monitor markets intraday or react to short-term news.
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Defined risk boundaries from the outset
Exposure limits are agreed in advance and enforced automatically by the model.
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Reporting without the management burden
Performance and risk summaries are provided without requiring active oversight.

Methodology & Transparency

How risk and data integrity are managed

We set out the reasoning behind our approach to data sourcing, risk control and the questions clients raise most often, so decisions can be made with full visibility rather than assumption.

Where does the underlying data come from

Pricing, volume and order-book data are sourced directly from regulated exchange feeds. Sentiment inputs are drawn from aggregated public market commentary and processed through natural-language models to detect directional bias, rather than relying on any single source.

How is emotional or reactive trading prevented

Decisions are generated by statistical models operating within fixed parameters, with no discretionary override during live sessions. This structural separation is intended to prevent the impulsive position changes that typically erode retail trading performance.

How are outliers and anomalous data points identified

Incoming data is screened against historical distribution patterns. Values falling outside expected ranges are flagged and either weighted down or excluded, reducing the influence of erroneous feeds or momentary market dislocations on strategy decisions.

What security protocols protect client capital and data

Trading permissions are limited to execution only, with withdrawal authority remaining under client control at all times. Account data is encrypted in transit and at rest, and access is governed by strict authentication controls.

Can a strategy be changed or paused

Yes. Allocation between strategies, or a full pause of copy-trading, can be actioned at any time through your account, with changes applied from the next available rebalancing window.

Secure your family's financial future with algorithmic precision

Opening a consultation does not commit you to a strategy. It is an opportunity to review risk tolerance, time horizon and whether algorithmic copy-trading suits your circumstances, before any capital is allocated.

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