Automated Algo Portfolio  ·  by Pathfinders

Markets move all day.
You don't have to.

Dynamic Portfolio is a rules-based, fully automated way to run an equity portfolio — built by a SEBI-registered Research Analyst. Watch the 11-minute video, then talk to us 1-to-1.

Book Your Free 1-to-1 Session See how it works

45-minute Zoom call  ·  no obligation  ·  India time slots

▶ 11 minutes with founder Yogeshwar Vashishtha — how the system actually works

years in the markets
students trained since 2007
dynamic portfolio themes
stocks per portfolio
Inside the system

Watch the rules fire, live

The Dynamic Portfolio doesn't wait for one big up-move. It buys fundamentally screened stocks in staggered tranches as prices dip, and books small profits systematically as they rise.

Staggered buy (3–5 tranches) Profit booked by rule

Illustration of the rule mechanics only — not actual or promised returns. Investments in securities markets are subject to market risks.

Fully automated execution

Orders fire under pre-defined rules — entries, exits, position sizing. No screens, no second-guessing, no missed moves while you're at work. You check in for about two minutes in the morning; the system does the rest.

Fundamentally screened

40+ stocks per portfolio, shortlisted on valuation ratios, earnings and fair-value methods.

Staggered buying

Positions build in 3–5 tranches as prices dip — never everything at one price.

Rule-based booking

Every position carries a defined 2:1 reward-to-risk plan. Profits are booked systematically, not emotionally.

All market phases

Designed to participate in up-trending, down-trending and volatile markets — not just bull runs.

Your time stays yours

"The most important component in life is time. You can either spend it or invest it." Two minutes a day on the portfolio — the rest goes to your job, business and family.

See it on a live call
Why dynamic

The static portfolio problem, solved

Most "buy and hold" portfolios share the same pain points. Toggle to see how the Dynamic Portfolio addresses each one.

✕  No exits

No targets, no sell rules. Holdings drift for years — even when the thesis is long dead.

✕  Emotional attachment

You fall in love with stocks. Weak names never get sold; rebalancing never actually happens.

✕  Waiting on one big move

Everything depends on a big up-move that may take years — while your time and attention drain away tracking results.

✓  Timely, rule-based exits

Every position has a defined plan. Exits fire on rules, not feelings — continuously, automatically.

✓  Rules decide, not emotions

Systematic rotation across a minimum of 40 stocks per portfolio, with ~20 portfolio themes to choose from.

✓  Many small, systematic bookings

Instead of waiting for one big win, the system books small profits again and again as prices oscillate.

Getting started

Three steps. Zero pressure.

01

Watch the video

11 minutes with founder Yogeshwar Vashishtha on exactly how the Automated Algo Portfolio operates — the rules, the screening, the automation.

02

Book your free 1-to-1 session

A 45-minute Zoom call with our expert team. Ask anything — suitability, capital, how the automation runs, what onboarding looks like.

03

Get set up

If it fits your goals, our team — Nikhil, Harshad, Kishan — helps you start. Begin with about ₹1 lakh; there's no upper limit.

Who's behind this

Built by a market veteran,
not a marketing team

Yogeshwar Vashishtha

Yogeshwar Vashishtha

Founder, Pathfinders & Algofinders

SEBI Reg. RA · INH000027168 Trading since 2002 Coaching since 2007 8,000+ students

A stock market investor and trader since 2002, Yogeshwar founded Pathfinders in 2007 and has trained more than 8,000 students in fundamental analysis, technical analysis, risk management and trading psychology.

When algo trading opened up in India in 2020, his team launched Algofinders — automating the systematic methods taught at Pathfinders for over a decade. The Dynamic Portfolio is the result: portfolio investing run by rules, not emotions.

"The most important component in life is time. You can either spend it, or you can invest it."
Questions

Asked & answered

You can start with about ₹1 lakh. There is no upper limit — the portfolio scales with your capital.

Around 2 minutes in the morning. The system handles execution under pre-defined rules; you stay focused on your job, business and life.

It's a 45-minute, 1-to-1 call with the Pathfinders team. You'll see how the Dynamic Portfolio works in practice, ask your questions, and understand whether it suits your goals and risk profile. There is no obligation to buy.

Yogeshwar Vashishtha is a SEBI Registered Research Analyst, Registration No. INH000027168. Note that SEBI registration does not guarantee returns or performance.

No. No one can guarantee returns in the securities market, and SEBI registration does not guarantee returns or performance. Investments in securities markets are subject to market risks, including possible loss of capital. Past performance is not a guarantee of future results.

Ready to put your portfolio
on autopilot?

Book your free 1-to-1 Wealth Setup Session on Zoom. Bring your questions — our team will walk you through everything.

Book Your Free 1-to-1 Session

45 minutes · Zoom · India time slots · No obligation

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