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Surmount
✓ verifiedPaid
Automated investing platform letting self-directed investors run AI- and expert-built portfolio strategies on their own brokerage.
1.2K saves
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Edgen
✓ verifiedFreemium
AI investing copilot that scans US/HK stocks and crypto to deliver buy/sell signals with entry prices and a thesis.
76K visits/mo
Pricing
No public pricing
Pro: $16.67/mo
Pro annual: $199/year
Free trial available
Core features
- ✦No-code strategy building from any investment thesis
- ✦Automated trade execution and position management
- ✦Dozens of prebuilt, data-driven investment strategies
- ✦Tax-loss harvesting and built-in defensive measures
- ✦Bank-level security connections to major brokers
- ✦AI buy/sell signals with entry and stop
- ✦Coverage of US/HK stocks, crypto, ETFs, IPOs
- ✦In-depth AI research reports
- ✦Earnings and IPO analysis
- ✦Portfolio-aware conversational assistant
- ✦Publicly tracked pick performance
Use cases
- →Automating a personal investment thesis without coding
- →Diversifying across multiple pre-built strategies
- →Connecting an existing brokerage account to automated trading
- →Applying downside protection during market drops
- →Get AI-driven stock and crypto signals
- →Analyze earnings and IPOs
- →Ask an AI about your holdings
- →Find trade ideas with entry/stop levels
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