AI wealth orchestrator
Stop tracking your money. Start moving it.
Sluice negotiates bills, harvests tax losses across all your brokerages, and routes idle cash to top yields, automatically, within your rules.
Takes you to sign-up.
Moves
Done on your behalf
- Bill Negotiated internet plan +$300.00 Done
- Tax Harvested loss, wash-sale check passed +$1,842.00 Done
- Cash Swept idle cash to 4.30% APY +$516.00 Done
- Bill Insurance counter-offer ready $212.00 Approve
What Sluice moves
Three kinds of money left on the table. All three get acted on.
Bills
It negotiates the bills you stopped questioning.
Sluice contacts providers for you, asks for a lower rate, and cancels what you no longer use. Tracking apps flag the overcharge. Sluice goes and gets it fixed, and shows you the new price in the ledger.
Illustrative example.
Taxes
It harvests losses across every brokerage you hold.
One view of every lot at every brokerage, so a loss at one is not missed because you were looking at another. Each harvest passes a wash-sale check before it is proposed.
Illustrative example.
Cash
It routes idle cash to the highest-yield account.
Money sitting in checking earns close to nothing. Sluice sweeps the surplus to the best account available to you and keeps the buffer you set, so bills still clear.
Illustrative example.
How it works
You set the rules. Sluice does the moving.
Automation you can audit: nothing happens off the record, and nothing happens outside what you allowed.
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Connect
Link the brokerages and bank accounts you already use. Sluice reads them together instead of one at a time.
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Set your rules
Decide what Sluice may do alone and what needs your approval: a cash buffer, a limit per move, which accounts are off limits.
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Let it act
Within those rules, Sluice negotiates, harvests, and sweeps. Anything outside them waits for you.
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Read the ledger
Every action lands in your Moves ledger with its dollar impact. Approve what is waiting. Undo what you do not want.
The old way and this way
Tracking shows problems. Sluice closes them.
| Capability | Tracking apps | One-platform robo-advisors | Sluice |
|---|---|---|---|
| Shows you where money is leaking | |||
| Acts to fix it for you | – | Inside its own walls | |
| Works across every brokerage you hold | View only | – | |
| Runs on rules you approve | – | – | |
| Logs every action with its dollar impact | – | – |
General comparison of product categories, not of any named company.
Sluice acts across all your accounts, with your approval rules.
Questions people ask first
Does Sluice move money without asking me?
Only within the approval rules you set. Anything outside them waits in your Moves ledger until you approve it, and completed actions can be undone where the action allows.
Which accounts does it work across?
The brokerages and bank accounts you connect. Sluice looks at them together, so a tax loss at one brokerage and idle cash at a bank are both visible and actionable.
What is a wash-sale guard?
A wash sale happens when you sell a security at a loss and buy a substantially identical one within 30 days, which can disallow the loss for tax purposes. Sluice checks for this across your accounts before it proposes a harvest.
How is this different from a budgeting or bill-tracking app?
Tracking apps show you problems and sometimes cancel a subscription. Sluice also negotiates bills, harvests tax losses, and sweeps idle cash, then records each action with its dollar impact.
Is this tax advice?
No. Sluice carries out the rules you approve. For questions about your own tax situation, talk to a qualified tax professional.
Your money has been sitting still. Put it to work.
Open the Moves ledger and see what Sluice would do with your accounts.
Takes you to sign-up.