Professional portfolio management with algorithmic rebalancing, tax optimization, and comprehensive risk management. Start with just $1,000.
Professional-grade investing technology previously available only to institutions
Advanced Lumibot strategies including momentum, mean reversion, and Modern Portfolio Theory optimization
Automated tax optimization with wash sale protection and replacement security mapping
Comprehensive risk controls with position limits, drawdown protection, and daily loss limits
Professional dashboard with portfolio metrics, performance tracking, and detailed reporting
Systematic portfolio rebalancing based on target allocations and drift analysis
Choose between Alpaca and Schwab with seamless integration and institutional-grade execution
Earn 4.5-4.83% APY on uninvested cash with up to $5M FDIC insurance through our multi-bank network
Your cash is automatically swept to partner banks with industry-leading FDIC coverage
Choose the plan that fits your investment goals - Only $1,000 minimum!
per month - Perfect for getting started
per year - Full-service wealth management
Compare to Schwab Intelligent Portfolios: $5,000 minimum vs our $1,000 • Fixed 6-30% cash vs our flexible 5-20% • $750K FDIC vs our $5M • 3.75% APY vs our 4.83% • Limited broker options vs our multi-broker support
View detailed pricing comparison • Learn about cash sweepJoin thousands of satisfied investors
"The tax optimization alone saved me over $800 this quarter. The platform is incredibly professional."
"Finally, institutional-grade investing technology accessible to individual investors. Highly recommended."
"Set it and forget it. The automated rebalancing keeps my portfolio optimized without any effort from me."