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Surmount logo
Surmount
✓ verifiedPaid

Automated investing platform letting self-directed investors run AI- and expert-built portfolio strategies on their own brokerage.

1.2K saves
Incite Advisor logo
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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