Investment Automation Learning Program
Getting comfortable with automated investment strategies takes more than reading a few articles. Our program walks you through the fundamentals of systematic portfolio management and helps you understand how automation actually works in practice.
We've designed this training for Canadian investors who want to move beyond manual trading without losing control of their financial decisions. You'll learn to build reliable automation frameworks that match your risk tolerance and investment timeline.
How We Structure Learning
Most investment courses throw theory at you without showing how it connects to your actual portfolio. We start with your current setup and gradually introduce automation concepts that make sense for your situation.
Each module builds on what you've already learned. By the third week, you're working with real market data and testing strategies in simulated environments before committing any capital.
- Weekly live sessions where we review market conditions and adjust approaches together
- Access to our testing platform that mirrors real trading environments without financial risk
- Small cohort sizes that allow for personalized feedback on your automation setup
- Practical assignments based on current market scenarios rather than outdated case studies
Program Progression
Foundation Building (Weeks 1-4)
We cover portfolio analysis and risk assessment before touching automation tools. You'll learn to identify which parts of your strategy benefit from automation and which need human judgment. Most participants discover they've been overcomplicating their approach.
System Implementation (Weeks 5-8)
This phase focuses on building your first automated strategy. You'll work with allocation algorithms and rebalancing schedules while learning to set appropriate safety parameters. We emphasize testing and validation rather than rushing to deploy.
Advanced Optimization (Weeks 9-12)
Now you're refining systems based on performance data and adjusting for changing market conditions. We introduce more sophisticated techniques for tax optimization and multi-account coordination that many investors overlook.
Independent Management (Ongoing)
After program completion, you'll have working automation systems and the knowledge to maintain them. We provide six months of follow-up support and quarterly check-ins to help you navigate market shifts and system updates.
Who Guides Your Learning
Stellan Bergqvist
Portfolio SystemsSpent twelve years building automation frameworks for institutional investors before shifting to education. Stellan focuses on helping individuals adapt professional-grade systems to personal portfolios without unnecessary complexity.
Annika Voss
Risk ManagementAnnika worked in quantitative analysis for Canadian pension funds and understands the regulatory landscape here. She teaches practical risk assessment that accounts for both market volatility and personal circumstances.
Dimitri Kovač
Technical ImplementationHandles the technical side of automation setup and platform integration. Dimitri makes sure your systems actually work with your brokerage accounts and helps troubleshoot the inevitable technical hiccups that come up.
Getting Started
Initial Assessment
Schedule a consultation where we review your current investment approach and discuss whether automation fits your goals. This conversation helps us understand your starting point and customize the curriculum accordingly.
Program Selection
We offer cohorts starting in March and June 2026. Choose the timeline that works with your schedule, keeping in mind that the program requires about 6-8 hours weekly for sessions, assignments, and testing.
Pre-Course Preparation
Before your cohort begins, you'll receive access to preparatory materials covering basic market mechanics and portfolio terminology. This ensures everyone starts with shared foundational knowledge.
Enrollment Confirmation
Complete registration and account setup for our testing platform. We limit each cohort to twelve participants to maintain quality interaction and personalized guidance throughout the program.