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Surmount
✓ verifiedPaid
Automated investing platform letting self-directed investors run AI- and expert-built portfolio strategies on their own brokerage.
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Pricing
No public pricing
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
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
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