The job title implies discretion
People hear “portfolio manager” and relax, which is how they skip the signature and the risk page.
Manager is the wrong job title
Best AI Portfolio Manager
If you hired a manager, they have discretion. This software does not. That is the feature.
Why this market is awkward in a typical stack
Rebalance folklore
Retail wants a button that “optimizes” without admitting who is allowed to move legs.
Performance theater
A manager pitch always comes with a line. Software should come with a warning.
What OpenFidex changes for this book
OpenFidex is a software interface for a multi-asset book you control. You can view crypto, equity perps, and commodities in one place. You remain the person who decides and signs. The AI comments. It does not run the book for you.
If you wanted someone else to rebalance while you are away, this product is not that. Each change in the book is still a transaction you review and sign.
Custodial bot pitch vs self-custody tools
| Common pitch | How this interface is built |
|---|---|
| Manager has mandate and discretion | You have a wallet and a signing finger |
| Quarterly letter with a strategy name | Activity log of things you personally approved |
| Fee on AUM | Software/plans plus venue costs — no silent AUM skim via custody |
Asset-specific tooling
Book view, not a mandate
See crypto, equity perps, and commodity perps together. Seeing is not managing an account for you.
Rebalance is a series of signatures
If a “rebalance” feature exists, treat each leg as a trade you chose.
Spreading risk is a separate topic
That subject has its own guide. This page is about viewing a book you control.
The model cannot move funds
Only you can sign. Analysis is not authority over the wallet.
Questions this page actually answers
So you refuse the category?
We will not manage the book for you. We will give you a view and a ticket you sign.
Can AI suggest weights?
It can comment. You still express weights by signing. Suggestions are not a policy portfolio.
Is this suitable for a family office?
If they use the software, they still review and sign every transaction.
Why include this title at all?
Because people type it when they want one place to see a book. We can be that place without stealing the title “manager.”
Does OpenFidex hold my funds or place trades for me?
No. OpenFidex is a non-custodial software interface. A wallet is created in your browser, you keep the keys, and you cryptographically sign every order before it reaches a third-party venue such as Hyperliquid. The software does not take custody of assets and does not submit transactions unless you sign them.
Keep reading
Nearby guides on the same topic — different intent, different copy.
Create a free account and keep the keys
Create an account with your email. You sign every transaction from your own wallet.