What Aristogy is, how Aristogy works with your portfolio, and how to get set up.
The name pairs aristos (excellence) with strategy. Our tagline says the rest: the best strategy is the one you stick to.
Aristogy is a discipline-first dashboard for self-directed investors. You choose the securities you care about and pick a trading strategy for each; Aristogy computes calibrated buy and sell levels and tracks how you're doing — so every decision comes from a plan instead of an emotion. Aristogy alerts you — it never places a trade.
Aristogy is for the average person who occasionally trades but may not have the time to monitor the markets, or who wants better trade signals. With automated alerts, Aristogy gives clear, repeatable, evidence-based trade instructions to the self-directed investor.
You bring the watchlist and place your own orders at your own brokerage; Aristogy brings the calibration, the tracking, and the alerts that keep you on plan.
Day traders and other high-level traders with special strategies of their own.
Each ticker you add uses one system. Pick the one that matches how you intend, or allow Aristogy to recommend a system. Using historical price data, Aristogy uses its own algorithms to suggest the strategy with the highest backtested CAGR (Compound Annual Growth Rate). The results are only indicative backtested data and do not represent or guarantee future returns. See our financial disclosures and disclaimers pages for more information.
Swing is for tickers you want to trade in and out of. It signals a buy when the price dips a set percentage below its moving average, then watches two independent exits:
Use Calibrate from history to see which dip / target / stop settings tested best on that specific ticker.
Buy the Dip is a mean-reversion entry with no built-in exit. It watches for a pullback and signals a buy when the price falls a set percentage below its moving average — useful for accumulating quality names on weakness. Calibrate to compare how different trigger depths and moving-average windows have performed historically.
Accumulate is for long-term and income holds. It reminds you to buy a fixed dollar amount on a recurring schedule — steady dollar-cost-averaging that smooths out timing.
You can also add either or both of two optional price triggers, and the scheduled buy keeps running alongside them:
Tap the ▸ arrow on any row to expand its lots, returns, and price chart. Tap the ticker name to edit its strategy.
When a ticker crosses into a buy zone, hits a stop, or reaches a target, Aristogy can send a push notification — it arrives even with the app and your browser closed and your phone locked. Alerts fire only during US market hours (weekdays, 9:30 AM–4:00 PM ET) and only on a real crossing — never on weekends or after hours.
Tap 🔔 Enable alerts in the header and allow notifications. A push subscription is per device, so enable it separately on each device you want notified on. Push notifications may be turned on and off by pressing the Alert button at any time, and are completely free (data charges may apply).
Apple only delivers web push to an installed app, so first add Aristogy to your Home Screen: open app.aristogy.com in Safari → Share (the Share button at the bottom of the screen) → Add to Home Screen, then open Aristogy from the new icon and tap Enable alerts. (Requires iOS 16.4 or later; Android, Chrome, and desktop work without the install step.)
A short video walkthrough is on the way.
Click the ▸ arrow next to a ticker to open its position panel — that's the one place to add a lot, sell (full or partial), correct a lot, or record a covered call. Each position you enter feeds the value, return, and S&P-500 comparison shown on the row.
Clicking a ticker's name opens a different dialog — that one edits the trading strategy (which system and parameters drive its signals), not your shares. Strategy lives behind the name; your position lives behind the ▸ arrow.
No — never. Aristogy is alert-and-analytics only. It shows you calibrated signals and tracks performance; you make every decision and place every order yourself, at your own brokerage. Any brokerage connection is read-only.
Returns use a money-weighted annual rate (XIRR) that accounts for the timing of your buys and sells and includes dividends and option premiums. Positions held under a year show a simple total return rather than an annualized figure. Each position's return is colored against the S&P 500 over the same period, so you can see not just whether you made money but whether you beat the market.
An asterisk (*) marks a position held under a year, where the figure is a simple total return rather than annualized.
Your watchlist, parameters, and positions are yours. Each account is isolated, and any brokerage link is read-only — Aristogy can read positions to help you track them, but can never trade or move money. See our Privacy policy for details.