AI-Managed Portfolios for Every Investor
Sign up free to model portfolios continuously optimized by machine learning. Mirror positions at your brokerage. Get notified when changes occur.
Core Platform Features
Sign up free to AI-managed portfolios and mirror positions at your own brokerage.
AI Picks the Stocks
Our machine learning models analyze thousands of stocks daily and build optimized portfolios for each strategy.
- LightGBM ensemble models trained on 10+ years of data
- Daily predictions on 3,000+ US equities
- 8 distinct strategies: Value, Growth, Dividend, Adaptive & more
You Mirror the Trades
See exactly what positions to hold at your own brokerage. Keep full control of your money—we never touch it.
- Works with any brokerage (Schwab, Fidelity, Vanguard, etc.)
- Clear position weights and target allocations
- Your funds stay in your account, always
Email Alerts on Changes
Get notified instantly when our AI makes a position change so you can update your holdings.
- Real-time email notifications
- Only 1-3 changes per day max (low turnover)
- Detailed explanations for each change
Personal Return Tracking
Your returns are tracked from your subscription date, not the portfolio inception.
- Personalized performance dashboards
- Comparison vs benchmarks
- Complete position audit trail
Instant Stock Analysis
Analyze any stock instantly with ML-powered insights and AI-generated research.
- ML scores, rankings, and signals for 2,000+ tracked stocks
- Claude AI analysis with real-time web search for any ticker
- Bulk analysis with CSV export and portfolio holdings view
Track & Analyze Your Portfolio
Upload your current holdings and get comprehensive AI analysis with health scores, return tracking, and personalized swap suggestions.
- Portfolio health grade (A+ to F) with detailed ML scores
- Track cost basis and calculate total returns per position
- AI swap suggestions: replace weak positions with top-rated stocks
- Manage multiple portfolios (1-5+ based on tier)
- Upload Excel, CSV, TSV, or paste from Google Sheets
8 AI-Optimized Strategies
Each strategy is independently trained and optimized. Access depends on your subscription tier.
Dividend Strategy
Focus on high-quality dividend-paying stocks with sustainable yields.
Adaptive Strategy
Dynamic allocation that adapts to changing market conditions.
Value Strategy
Identify undervalued stocks trading below intrinsic value.
Growth Strategy
Target companies with above-average revenue and earnings growth.
Premium and API Pro tiers include 4 additional strategies: Large-Cap and Small/Mid-Cap variants of Value and Growth
Platform Features
Everything you need to follow AI-managed portfolios.
9 AI Strategies
Value, Growth, Dividend, Adaptive, ESG Responsible, plus Large-cap and Small/Mid-cap variants.
2-9 based on tierREST API Access
API Pro plan includes programmatic access to all portfolios and webhook notifications.
API Pro tier ($149/mo)Daily Model Updates
Models retrained nightly with latest market data. Changes published by 7 PM ET.
Always currentPerformance Analytics
Track your portfolio performance with detailed analytics and benchmarking.
From your start dateYour Money, Your Control
We never access your brokerage account. Your funds stay with you at all times.
No AUM feesBank-Level Security
Your data is protected with enterprise-grade encryption and security practices.
256-bit encryptionBuilt on Proven Technology
Our platform combines state-of-the-art machine learning with battle-tested financial models.
LightGBM Models
Gradient boosting models trained on millions of data points for stock selection.
JAX Reinforcement Learning
PPO-based RL agents optimize portfolio construction and position sizing.
Daily Updates
Models retrained nightly with latest data. Position changes published by 7 PM ET.
Ready to Follow AI-Managed Portfolios?
Start your 100% Free. Cancel anytime.