To get started, select your portfolio by choosing one of our presets (Low risk, Optimal AI, Equal Weight).
If you want to know more, read about our algorithms. We are super transparent about how the algorithms work, how they invest and their risk/return profiles. If you are participating in our beta-launch for sophisticated investors, you can set up your preset or custom portfolio using the online application form, and make changes by contacting your account manager.
Once our app launches, you will be able to set up or change your portfolio within the mobile app. As you change the composition, the app will display the expected risk and return measures for your selections.