Monthly plan

Know exactly what to trade, once per month.

We calculate the plan. You execute it at your broker.

Preview a monthly plan Log in
Harbor does not place trades. You execute orders manually and record them.
Allocation
Target weights

Clear sizing guidance each month.

Guardrails
Risk controls

Caps and cooldowns keep the plan in bounds.

Time
~15 min/month after setup

Clear orders and sizing guidance.

Latest plan available

Awaiting publication

Pending

Top buys

AAPL, MSFT, NVDA

+12%

Trim list

META, CRM, NFLX

-6%

Price date used

Transparent price date used: Month-end

Transparent

Performance tracking

Simulated + Live

Transparent

No future data

Simulated results use prior data only.

Live at launch

Tracked from day one.

Why Harbor

Calm decision-making, every month.

Your plan arrives with clear actions, sizing, and the exact price dates used.

Plan actions

Monthly buys, trims, holds

Buy/trim/hold guidance with target weights for the month.

Rules-based guardrails

Repeatable rules

Caps and cooldowns keep the plan in bounds.

Time

Quick monthly workflow

~15 min/month after setup.

How it works

A four-step monthly cycle.

Snapshot → plan → execute → record. A simple, repeatable routine.

Step 1

Month closes

We snapshot month-end data.

Step 2

Plan generated

Buy/sell/hold list with targets.

Step 3

You execute

Place orders in your brokerage.

Step 4

Record fills

Log fills to stay in sync.

Monthly deliverables

Everything you need to execute.

Orders, target weights, reasons, and price dates in one view.

Example orders

Month-end
Symbol Action Target wt Reason
AAPL Buy 7.5% Rules-based rank
MSFT Buy 6.0% Recent strength
META Trim -2.5% Position cap

What you get

  • Orders list with estimated dollars.
  • Target weights and share sizing.
  • Reasons for each move.
  • Price date transparency for every symbol.

Performance labeling

Simulated performance uses prior data only. Live performance starts at launch.

Pricing

One plan for the founding beta.

Free during beta, then a single monthly plan.

Harbor

Free during beta

Then $19 per month

Founding beta
  • Monthly plan + order list.
  • Target weights and sizing guidance.
  • Performance labeling (sim + live).
  • Priority support during beta.

Beta exit objectives

  • - 3 consecutive clean monthly runs
  • - Plan generation failure rate below 1%
  • - Support response under 24 hours
Start free beta

FAQ

Is this financial advice?

Not investment advice. Educational use only.

How often does the plan update?

Once per month, aligned with month-end data.

When does billing start?

After we exit beta and meet the reliability objectives listed.

Can I cancel anytime?

Yes. Manage access from your account.

Do you execute trades for me?

No, you execute the plan in your own brokerage.