Good morning, Investor! 👋

Here's your portfolio overview and market intelligence for today.

Total Portfolio Value
$0.00
— —
AI Portfolio Score
92
Excellent
All systems optimal
Total Return (YTD)
—
Connect a broker to track returns
Sharpe Ratio
—
Risk-adjusted performance
Portfolio Allocation
View full allocation →
$0
Total
US Equities
48.2%
$118,394
Global Equities
22.7%
$55,734
Fixed Income
13.4%
$32,876
Alternative Assets
7.3%
$17,902
Cash
8.4%
$20,634
Performance
Portfolio 18.74%
S&P 500 11.23%
NASDAQ 100 15.63%
AI Top Opportunities
View All
NVDA
NVIDIA Corporation
Strong Buy
+24.5%
Upside
VTI
Vanguard Total Stock Market
Buy
+12.3%
Upside
VNQ
Vanguard Real Estate ETF
Buy
+18.7%
Upside
See why AI likes these assets →
Your Goals
View All
🏦
Retirement Fund
$68,540 / $100,000
69%
🏠
House Down Payment
$24,300 / $50,000
49%
✈️
World Vacation
$8,120 / $15,000
54%
+ Add new goal →
Risk Analysis
Full report →
6.2/10
Moderate
Risk Score
Volatility (1Y) —
Max Drawdown —
β Beta —
VIX (Market Fear) —

Automated Investing

Let our AI build and manage a diversified portfolio tailored to your risk profile, goals, and time horizon — completely hands-free.

Basic
$0/year
$1,000 minimum investment
AI portfolio construction
Automatic rebalancing
Tax-loss harvesting
5–20% cash allocation
Multi-broker support
Dedicated advisor
⭐ Premium
$25/mo · or $199/yr
$10,000 minimum investment
Everything in Basic
Dedicated CFP® / CFA® advisor
Advanced strategy access (ADL)
Priority rebalancing & signals
Custom goal planning sessions
Quarterly performance reviews
Current Portfolio Status
View Holdings →
Portfolio Value
$0
YTD Return
—
Next Rebalance
May 1
Risk Level
Moderate
📊
Take the Risk Assessment
Answer 5 questions and get a personalized portfolio recommendation in under 2 minutes.

Portfolio Holdings

Live positions, P&L, and allocation from your connected broker account.

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Investment Strategies

AI-powered quantitative strategies powered by the Fortemax Engine.

⚡
Automated Diversified Leverage
2x ETFs + Volatility-adjusted position sizing · Monthly rebalance
● Active
CAGR (2Y)
+47.4%
Max Drawdown
-11.5%
Sharpe Ratio
0.98
Signals Today
0
Holdings: SSO, QLD, UBT, GLD, DBC
🏢
REIT Income Portfolio
Buy-and-hold dividend ETFs · Quarterly distributions
● Active
CAGR (3Y)
+4.39%
Max Drawdown
-9.82%
Div. Yield
4.18%
Monthly Income
$347
Holdings: VYM, SCHD, JEPI, VNQ, AGG
📈
Intraday Momentum Bot
High-frequency signals · Intraday entries & exits
● Active
CAGR (1Y)
+22.1%
Max Drawdown
-6.3%
Win Rate
61%
Trades/Day
8–12
Universe: SPY, QQQ, IWM, EFA, EEM, TLT, GLD
🛡️
Conservative Income
MPT Min-Variance · Low-risk bonds & dividend stocks
● Active
CAGR (5Y)
+6.2%
Max Drawdown
-8.1%
Sharpe Ratio
0.71
Volatility
8.4%
Holdings: BND, AGG, VYM, SCHD, TIP
⚖️
Moderate Balanced
MPT Max-Sharpe · 60/40 equity-bond blend
● Active
CAGR (5Y)
+9.4%
Max Drawdown
-14.7%
Sharpe Ratio
0.84
Volatility
12.1%
Holdings: SPY, VEA, VWO, BND, GLD
🚀
Aggressive Growth
MPT Max-Return · High-growth equities & tech
● Active
CAGR (5Y)
+16.8%
Max Drawdown
-28.4%
Sharpe Ratio
0.76
Volatility
22.3%
Holdings: QQQ, VGT, ARKK, IWM, VWO
💰
Income Generation
High-yield ETFs · Monthly cash flow focus
● Active
Div. Yield
5.82%
Max Drawdown
-11.3%
CAGR (3Y)
+7.1%
Monthly Income
$485
Holdings: JEPI, JEPQ, RYLD, QYLD, HYG
🔁
Mean Reversion Trading
Bollinger Bands + RSI · Buy oversold, sell overbought
● Active
CAGR (3Y)
+11.7%
Max Drawdown
-13.2%
Win Rate
57%
Avg. Hold
4.2 days
Universe: SPY, QQQ, IWM, GLD, TLT, XLE, XLF

Markets

Live data — indices, movers, sectors & crypto refreshed every 60 seconds.

S&P 500
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NASDAQ 100
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DOW JONES
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VIX
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Top Movers
Sector Performance
Crypto Prices
Live

Retirement IRAs

Tax-advantaged accounts to maximize your long-term retirement savings. Choose the right IRA type for your situation.

$7,000
2026 IRA Limit
$4,200
Contributed YTD
$2,800
Remaining Limit
$68,540
Total IRA Balance
🏛️
Traditional IRA
Tax-deferred growth · Pay taxes on withdrawal
Balance$42,300
YTD Return+14.2%
$4,200 / $7,000 contributed this year
🌟
Roth IRA
Tax-free growth · No taxes on qualified withdrawals
Balance$26,240
YTD Return+21.8%
$0 / $7,000 contributed this year — Fund now
💼
SEP IRA
Self-employed · Up to $69,000/year
BalanceNot opened
Annual Limit$69,000
Retirement Projection
At current contribution rate
Projected at 65 (7% avg)
$1.24M
Years to Retirement
28
Monthly Need to Hit Goal
$583

High Yield Cash

Your uninvested cash works harder — earning top-tier APY with FDIC insurance.

Current APY — Alpaca
4.83%
Up to $5,000,000 FDIC insured
Via multi-bank partner network
Current APY — Schwab
3.75%
Up to $750,000 FDIC
Charles Schwab Bank, SSB
Cash Earnings Tracker
Cash Balance$20,634
Earned This Month$83.06
Earned YTD$332.24
Projected Annual$996.62
How We Compare
Platform APY FDIC Min.
Fortemax (Alpaca) 4.83% $5M $1,000
Fortemax (Schwab) 3.75–4.21% $750K $1,000
Schwab Intelligent 3.75% $750K $5,000
Wealthfront 4.50% $8M $1
Big Banks (avg) 0.46% $250K $0

Real Estate Investing

Passive real estate income through diversified REIT ETFs. $1,000 minimum, 100% liquid, no landlord headaches.

4.18%
Weighted Div Yield
$347
Monthly Income (est.)
+13.89%
3Y Backtest Return
-9.82%
Max Drawdown
REIT Portfolio Holdings
VYM — Vanguard High Div Yield
35% weight · 3.12% yield
$114.20
+0.81%
VNQ — Vanguard Real Estate ETF
25% weight · 4.63% yield
$84.70
+1.14%
JEPI — JPMorgan Equity Premium
25% weight · 7.84% yield
$55.40
-0.22%
SCHD — Schwab US Dividend Equity
15% weight · 3.57% yield
$27.85
+0.65%
Tax Advantages
Qualified Dividends
Taxed at lower capital gains rate (0–20%)
20% Pass-Through
20% deduction on REIT income (IRC §199A)
Tax-Loss Harvesting
Automated wash-sale compliant harvesting

529 Education Savings

Tax-advantaged accounts to save for college or K-12 education expenses for your beneficiaries.

$18,240
Total Balance
+9.4%
YTD Return
$500/mo
Monthly Contribution
$124K
Projected at 18
Beneficiary
👧
Emma Johnson
Age 7 · 11 years until college
Target: University of Texas
$18,240 savedGoal: $48,000
Investment Mix
US Stock Index
60%
$10,944
Intl Stock Index
25%
$4,560
Bond Index
15%
$2,736
Tax benefits: Contributions grow tax-free. Qualified withdrawals for education are 100% tax-free.
🎓
Open a New 529 Account
Start saving for any beneficiary — child, grandchild, or yourself for graduate school.

Fortemax Engine

Your live algorithmic trading engine — processing signals, running strategies, and executing trades 24/7.

🤖
Fortemax Quant Engine
Running 24/7 · All systems nominal
Active Strategies
8
Signals Today
247
Orders Executed
38
Alpha (YTD)
+4.32%
Live Signal Feed
Live
Strategy Performance Log
Strategy Period Return Drawdown Sharpe
ADL Strategy2Y+120%-11.5%0.98
ADL Strategy5Y+114%-25.2%0.35
REIT Income3Y+13.9%-9.82%0.61
Intraday Bot1Y+22.1%-6.3%1.12
Conservative Income5Y+34.7%-8.1%0.71
Moderate Balanced5Y+56.1%-14.7%0.84
Aggressive Growth5Y+118%-28.4%0.76
Income Generation3Y+23.2%-11.3%0.68
Mean Reversion3Y+39.9%-13.2%0.79

Fortemax Agentic AI

Understands your goals · Analyzes your portfolio · Optimizes your strategy · Executes under rules you control

Chat
Strategy Builder
Saved
Audit Log
POLICY: No Auto-Execute Approval Required Circuit Breaker -15% 5% Cash Min GPT-4o Powered
Fortemax Agentic AI
I'm an agentic system that understands your financial goals, analyzes your portfolio, optimizes your strategy, and executes decisions — under rules you control.

I never act without your approval. Every decision is policy-controlled and audit-logged. What would you like to work on today?
All actions require your approval · Policy-controlled · Audit logged

Build your investment strategy.

Describe your strategy — we'll build it in minutes.

Turn investment ideas into live strategies with AI. No coding required.

No trades execute until you review and approve · Ctrl+Enter to send
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