Investment Automation Learning Programme
We built this programme because people kept asking us the same question: "How do I actually understand what my automated investments are doing?" And honestly, that's fair. Most platforms want you to set it and forget it, but we think you should know what's happening with your money.
This isn't about getting rich or doubling your portfolio overnight. It's about understanding the mechanics behind investment automation so you can make informed decisions. We'll walk through real scenarios, actual market conditions from 2024, and the kind of situations where automation helps—and where it doesn't.
How the Programme Unfolds
Foundation Phase
We start with the basics that most platforms skip. What automation actually means, how algorithms make decisions, and why timing matters less than you think.
Technical Deep Dive
Here's where we get into the mechanics. How different automation strategies work, what they're optimised for, and the trade-offs each approach involves.
Practical Application
You'll work through real portfolio scenarios. We use actual market data, so you can see how different strategies performed during 2024's volatility.
Personal Strategy
By the end, you'll understand which automation approach fits your situation. Not what works for everyone—what works for you.
Who's Teaching This
Our instructors aren't just educators—they've built automated investment systems, dealt with market crashes, and fixed algorithms that went sideways. They know this stuff because they've lived it.
Oisín Dempsey
Quantitative Strategy Lead
Oisín spent eight years building algorithmic trading systems for institutional clients before joining us. He's the person you want explaining why your automation did something unexpected at 2am.
Catriona Brennan
Risk Assessment Director
Catriona focuses on what can go wrong with automated systems. She's analysed hundreds of portfolio failures and teaches you how to spot warning signs before they become problems.
Ruairí Gallagher
Market Dynamics Specialist
Ruairí translates complex market behaviour into plain English. He'll show you why automation performs differently in various market conditions and how to adjust your expectations accordingly.
What You'll Actually Learn
Understanding Automation Fundamentals
- How automated systems make investment decisions
- The difference between rule-based and adaptive algorithms
- Why automation isn't the same as passive investing
- Common misconceptions that trip people up
Strategy Selection and Configuration
- Matching automation approaches to risk tolerance
- Setting realistic parameters for your situation
- Understanding when to intervene and when to let it run
- How fees impact automated strategies differently
Market Conditions and Response
- How automation behaves during market stress
- Reading performance reports properly
- Identifying when your strategy needs adjustment
- Case studies from 2024's market fluctuations
Long-Term Portfolio Management
- Rebalancing approaches and their trade-offs
- Tax implications of automated trading
- Planning for changing financial circumstances
- Knowing when to switch strategies or platforms
Next Cohort Details
We're running the next session in October 2025. The programme runs for eight weeks with live sessions on Tuesday evenings. All sessions are recorded if you can't make it live, though the discussions are usually worth attending.