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Average Ratings 0 Ratings
Description
Effortlessly consolidate all your investment accounts, including equities, cryptocurrencies, and forex, into a single platform for seamless management and automation. Discover and assess ready-made investment strategies that come with proven results. We take care of the complex aspects, allowing you to concentrate on creating, testing, and profiting from your concepts. You can evaluate your strategy over various timeframes, whether it’s a pre-existing model or your own custom scenario, to analyze its performance and gain valuable insights for improvement. Additionally, rebalancing and tax loss harvesting are automatically managed in the background, ensuring a hassle-free experience for users. This comprehensive approach not only simplifies your investment journey but also enhances your potential for success in the financial markets.
Description
Utilizing our Investment API allows you to create investment solutions that your users will truly appreciate. Users can begin investing with as little as 1 EUR by incorporating fractional investments directly into your platform. They have the ability to execute fractional orders in real-time, while we take care of the intricate details behind the scenes. Upvest not only provides a unique trading license but also navigates the regulatory hurdles on your behalf. The concept of fractional investments fosters a more inclusive and user-centric approach, appealing to diverse investor profiles. You can merge stocks and ETFs in one cohesive portfolio, with plans to soon integrate crypto assets as well. Additionally, you have the capability to establish and manage personalized rebalancing triggers to create customized portfolio structures, thereby enhancing user engagement through options for recurring savings and withdrawal strategies. By leveraging these features, you can ensure a dynamic investment experience that caters to individual preferences and encourages long-term participation.
API Access
Has API
API Access
Has API
Integrations
Alpaca
Binance
Coinbase
DEGIRO
Fidelity
Interactive Brokers
Kraken
Python
Robinhood
Stake
Integrations
Alpaca
Binance
Coinbase
DEGIRO
Fidelity
Interactive Brokers
Kraken
Python
Robinhood
Stake
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Surmount AI
Founded
2020
Website
surmount.ai/
Vendor Details
Company Name
Upvest
Founded
2017
Country
United States
Website
upvest.co