The one ledger for every agent's spend.
Tell us what your agents may buy. We'll record the rest.
Controlevery order an investing agent places
Payloat gives an investing agent a mandate, a cap, and a ledger. Every order it places is recorded with the task behind it, matched to the broker's confirmation, and rolled into a position you can read before the statement lands.
What the agent is for: the tickers it may touch, the horizon, the risk it can take, and how far it may drift before it rebalances.
MANDATE, SIGNEDGet answers from your agents fast
Alerts
Get a ping when an agent goes past its cap
Set up cap alertsAgents
Agents write to the ledger at no cost per event
Start free$0Cap alerts and the free tier are planned features and are not available yet. Numbers shown are illustrative. Nothing here is financial advice.
Investing
with
agents
Give an investing agent a mandate and a cap. Payloat records every order it places, matches the confirmations, and shows you the position before the statement lands.
See how it works
Yes, here's how
The agent may place up to
The agent can still place
Every order carries the task behind it
Over the cap, the agent is stopped, not warned