Dutiva Invest
A portfolio workspace for the clients we work with directly — track positions across equities, ETFs, crypto, and fixed income, run rules-based checks against your watchlist, and keep a record of every order, simulated or real.
Track every holding in one place
Accounts and positions across asset classes, with manual price updates and a live view of allocation and cash.
Signals from your own rules
Define simple rules — a day move past a threshold, a dip below an average — and the bot evaluates them daily and on demand, logging what it found and why.
Paper trades before real ones
Strategies can suggest orders or fill them in a simulated book, so a rule proves itself before any real order is recorded. Live orders are logged for review — never sent to a broker.
Access is by invitation
Dutiva Invest is not a self-serve product. If you work with us, ask for an invite and we’ll enable it on your account.
Open the portalDutiva Invest provides portfolio tracking and analysis tools for informational and educational purposes only. It is not investment advice, and Dutiva is not a registered dealer or adviser.