Professional portfolio management with algorithmic rebalancing, tax optimization, and comprehensive risk management. Start with just $1,000.
Competitive advantages over traditional robo-advisors
Start with just $1,000 compared to $5,000 required by competitors like Schwab Intelligent Portfolios.
Choose 5-20% cash allocation based on your needs, not a fixed 6-30% like traditional platforms.
Connect your Alpaca or Schwab account seamlessly, giving you more flexibility and control.
5 professionally designed portfolios from Conservative Income to Aggressive Growth, tailored to your risk profile.
Set-and-forget portfolio management with algorithmic rebalancing to maintain your target allocation.
Premium tier includes personalized tax-loss harvesting with wash sale protection to maximize after-tax returns.
Choose the plan that fits your needs
Perfect for getting started
Full-service wealth management
Simple onboarding process to start investing
Select between Basic (free) or Premium ($30/month) tier
Complete our questionnaire to determine your investment profile
Link your Alpaca or Schwab account securely
Fund your account and let our algorithms work for you
| Symbol | Quantity | Market Value | Current Price | Unrealized P&L | Allocation % |
|---|---|---|---|---|---|
| No positions loaded | |||||
| Time | Symbol | Side | Quantity | Price | Status |
|---|---|---|---|---|---|
| No trades loaded | |||||