Freelance income rarely moves in a straight line. Lion Equholm applies an automated stop-loss system to the capital you invest between projects, so a slow quarter at work doesn't have to mean a costly one in the market.
Built for solo consultants and freelancers in the DACH region who want disciplined portfolio oversight without checking the markets every day.
Most freelancers invest surplus income to smooth out irregular project cycles, but few have time to watch positions during a deadline week. Drawdowns that would take minutes to address often go unnoticed for days, quietly eroding gains built up over months.
Lion Equholm replaces constant manual monitoring with a defined safety mechanism: a stop-loss layer that is always active, independent of your schedule.
Each feature is designed to turn raw market data into a specific, actionable adjustment — not a generic alert.
Predictive models assess volatility patterns across your holdings and flag allocations that carry disproportionate risk relative to your stated tolerance, before losses accumulate.
When an asset drifts outside its target weighting, the system rebalances according to rules you approved, keeping your portfolio aligned with your original strategy without manual intervention.
Stop-loss percentages, exposure caps, and rebalancing frequency are all configurable, so the system reflects your actual risk appetite rather than a one-size-fits-all setting.
The logic behind each recommendation follows three repeatable steps. You can review the reasoning at any point; nothing is a black box.
Market feeds, account positions, and your configured risk parameters are consolidated in real time to form a single, current view of your exposure.
The model compares current movement against historical volatility patterns, producing scalable recommendations for adjustment rather than reactive guesswork.
Within the limits you defined, the stop-loss or rebalancing action is executed automatically, with measurable outcomes recorded for your review afterward.
The system adapts its behaviour to your revenue pattern, rather than applying one fixed strategy at all times.
Between contracts, cash flow tightens and risk tolerance typically drops. Lion Equholm can automatically tighten stop-loss thresholds during these periods, prioritising capital preservation over aggressive upside until your revenue stabilises again.
When a strong invoicing period leaves extra capital available, you can widen thresholds and permit a larger allocation to growth-oriented positions, while the stop-loss system still guards against sharp reversals.
These are the questions we hear most often from freelancers evaluating a platform that touches their personal finances.
Lion Equholm processes data in accordance with GDPR requirements applicable in Germany and the wider EU. Account and transaction data is encrypted in transit and at rest, and access is limited to what is required to operate your account.
Integration is handled through supported brokerage connections configured during onboarding. During setup, we confirm compatibility with your existing accounts before any automated monitoring is activated.
Liquidity timing depends on your underlying broker and asset type. Lion Equholm does not hold your funds directly; it issues instructions within your account, so withdrawal speed follows your broker's standard settlement process.
Lion Equholm combines predictive data analysis with a stop-loss system you configure yourself, giving you oversight without requiring daily attention. Request a demo to see how the thresholds and reporting work with your own numbers.
Request a DemoGDPR-aligned data handling · Configurable risk limits · No automated trading outside your approved parameters