AI-Managed Portfolios for Every Investor
Subscribe to model portfolios continuously optimized by machine learning. Mirror positions at your brokerage. Get notified when changes occur.
Core Platform Features
Subscribe to AI-managed portfolios and mirror positions at your own brokerage.
AI-Managed Model Portfolios
Subscribe to continuously optimized portfolios managed by our machine learning models.
- LightGBM ensemble models trained on 10+ years of data
- Daily predictions on 3,000+ US equities
- Surgical position changes (1-3 per day max)
8 Distinct Strategies
Choose from eight AI-optimized investment strategies tailored to different investment styles and risk tolerances.
- Value, Growth, Dividend, and Adaptive strategies
- Large-cap and Small/Mid-cap variants
- Each strategy independently optimized
Real-Time Position Alerts
Get notified instantly when our AI makes a position change so you can mirror it at your brokerage.
- Email and dashboard notifications
- Detailed change explanations
- Low turnover for tax efficiency
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
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.
Works With Any Brokerage
Mirror positions at Schwab, Fidelity, Vanguard, or any broker you prefer.
Use your existing brokerREST API Access
API Pro plan includes programmatic access to all portfolios and real-time updates.
API Pro tier ($149/mo)Surgical Updates
Only 1-3 position changes per day maximum. No constant trading or high turnover.
Low turnover designPerformance Analytics
Track your portfolio performance with detailed analytics and benchmarking.
From your start dateDaily Model Updates
Models retrained nightly with latest market data. Changes published by 7 PM ET.
Always currentBank-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 30-day free trial. No credit card required.