Every feature built around clarity, control, and daily accountability
Casthaven Equity combines AI-driven capital allocation with transparent, day-by-day reporting — so freelancers, consultants, and independent investors always know where their money sits and why.
Capital at risk. Casthaven Equity provides allocation tools and reporting; it does not constitute personalised financial advice.
A platform designed for independent income, not institutional guesswork
Freelancers and independent investors don't have a treasury desk. Casthaven Equity replaces manual spreadsheets and guesswork with structured allocation logic and a reporting layer you can actually read.
Adaptive Capital Allocation
An allocation model adjusts exposure based on account parameters and market conditions you set, rather than applying a single fixed strategy to every account.
Daily Reporting
A plain-language daily statement shows allocation changes, net results, and running positions — no jargon-heavy PDFs, no end-of-quarter surprises.
Risk Parameters You Control
Set exposure limits and account constraints up front. The system operates inside those boundaries rather than overriding your stated tolerance.
Withdrawal Flexibility
Built for variable freelance income — request withdrawals without locking into rigid contribution schedules designed for salaried investors.
Continuous Monitoring
Allocation logic runs on an ongoing schedule, reviewing conditions and rebalancing within your set parameters rather than waiting on manual intervention.
Single Account View
One dashboard consolidates allocation history, daily statements, and withdrawal requests — no toggling between disconnected tools.
Underlying every feature is a consistent principle: decisions should be visible and explainable. Casthaven Equity is built so that any allocation change can be traced back to the parameters and conditions that triggered it.
Parameters you set, logic that stays within them
When you open an account, you define risk tolerance, capital limits, and any exclusions relevant to your situation. The allocation engine then operates continuously inside those boundaries, adjusting exposure as conditions change — it does not expand risk beyond what you've authorised.
Because freelance and consulting income is irregular, Casthaven Equity doesn't assume a fixed monthly contribution. You can adjust your account's standing parameters at any time, and changes take effect from the next reporting cycle.
A reporting format built to be read in minutes
Each statement follows the same layout, so comparing one day to the next doesn't require re-learning the format. No buried fees, no vague summary language — figures are presented as recorded.
- Allocation ChangeWhat moved, and the stated reason for the adjustment.
- Net Daily ResultGain or loss after applicable costs, shown plainly.
- Running PositionCurrent exposure against your set risk parameters.
- Pending ActionsAny withdrawal requests or parameter changes in progress.
From account creation to your first daily statement
Define Parameters
Set risk tolerance, capital limits, and any constraints specific to your financial situation during onboarding.
Fund The Account
Transfer capital into your account. Allocation begins operating within the parameters you've defined.
Review Daily
Receive a daily statement covering allocation changes, net results, and your current position — adjust parameters whenever needed.
See how Casthaven Equity would report on an account like yours
Submit a quick review request and get a walkthrough of the allocation logic and daily reporting format before you commit any capital.
Capital at risk. Allocation is subject to the parameters and limits you set at onboarding.