Learning Resources That Actually Make Sense
I've spent years watching people struggle with investment automation because the educational materials out there are either too technical or too vague. So we built something different—study materials that connect theory to what you'll actually do when you start automating investments.
These aren't dusty textbooks or generic online courses. They're practical resources created from real client questions, common pitfalls we've seen, and the stuff that actually matters when you're trying to understand how automation fits into your financial strategy.
What You'll Find Here
We organize everything by topic and skill level. Start wherever makes sense for you—there's no wrong entry point.
Fundamentals Library
Core concepts about automated investing, risk management basics, and portfolio construction principles. Good if you're new to this or need a refresher on the foundations.
PDF GuidesStrategy Workbooks
Step-by-step frameworks for building your automation approach. Includes real examples from different risk profiles and financial situations—not just theoretical stuff.
InteractiveTechnical Documentation
Platform mechanics, API integration basics, and system architecture overviews. For those who want to understand what's happening under the hood.
ReferenceCase Study Collection
Detailed breakdowns of different automation setups—what worked, what didn't, and why. We change names but keep the numbers real so you can see actual results.
AnalysisRegulatory Context
Canadian investment regulations, tax considerations for automated portfolios, and compliance requirements. Not legal advice, but helpful context for informed decisions.
UpdatesCommunity Forum Archive
Best discussions from our member community—real questions and detailed answers about specific scenarios. Searchable by topic or keyword.
Q&A FormatA Typical Learning Path
Most people follow something like this progression, though you can jump around based on what you already know. The materials are designed to build on each other, but they also work as standalone references when you need specific information.
Foundation Phase
Understanding investment basics, automation principles, and risk frameworks. Usually takes a few weeks of casual reading.
Strategy Development
Working through the strategy workbooks to define your approach. This is where theory meets your actual financial situation.
Technical Setup
Getting familiar with platform mechanics and understanding how the automation actually executes. Less complicated than it sounds.
Ongoing Learning
Market context updates, strategy refinements, and community discussions. Learning doesn't stop once you start—it just shifts focus.
Someone Who Actually Answers Your Questions
I've been working with investment automation since 2017, back when most platforms were clunky and the educational resources were either too basic or written for quantitative analysts. The gap frustrated me enough that I started writing guides for our early clients.
Now I oversee all our educational content and lead monthly Q&A sessions for members. My background is in financial planning and systems design—which means I can explain both the "why" behind strategies and the "how" of implementation without assuming you have a finance degree.
The best part of this role is seeing someone finally understand a concept they've been struggling with. And honestly, your questions make our materials better—half the guides we create come directly from member requests.
- Portfolio construction strategies
- Risk management frameworks
- Automation platform mechanics
- Canadian regulatory context
What's Actually Included
Different materials serve different purposes. Here's what each type of resource offers and when it's most useful.
| Resource Type | Best For | Format | Update Frequency |
|---|---|---|---|
| Foundation Guides | Building core knowledge about automated investing and understanding fundamental concepts | PDF downloads with embedded examples | Reviewed annually, updated as needed |
| Strategy Workbooks | Developing your personal automation approach based on specific financial goals | Interactive digital workbooks with calculation tools | Quarterly refinements based on feedback |
| Technical Docs | Understanding platform capabilities and integration options for custom setups | Online reference with code samples | Updated with each platform release |
| Case Studies | Seeing how different strategies perform in real market conditions | Detailed written analysis with charts | New cases added monthly |
| Regulatory Updates | Staying informed about compliance requirements and tax implications | Summary bulletins with source links | As regulations change |
| Forum Archive | Finding answers to specific questions from community experience | Searchable discussion threads | Continuous, moderated daily |