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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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Incite Advisor
✓ verifiedFreemium
Real-time decision-intelligence app turning live stock and crypto data into actionable buy/sell guidance.
40K visits/mo
Pricing
No public pricing
No public pricing
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
- ✦Real-time market data processing
- ✦AI stock and crypto analysis
- ✦Combined fundamental and technical signals
- ✦Options flow and macro integration
- ✦Natural-language market questions
- ✦Mobile app with chat history
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
- →Decide whether to buy or sell a stock
- →Analyze crypto assets in real time
- →Get quick market summaries
- →Support trading and investing decisions
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