Leveraged ETF Strategies. Intelligently Automated.
Elevate your portfolio with high-upside, risk-controlled, leveraged ETF investment strategies. Define your investor profile, set your risk tolerance, and let our advanced algorithms handle the day-to-day.
alphaAI is a roboadvisor that specializes in high-upside, quantitative investment strategies.
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Client since Nov 2021
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How It Works
Scroll down to understand the core steps behind putting together your alphaAI account and begin to leverage the power of artificial intelligence for your investments.
Define your investor profile.
We dive deep to understand who you are as an investor.
Answer a few simple questions to help us understand your investment goals and preferences. Based on profile, we help you control key portfolio metrics, such as risk, volatility, and drawdowns.
Customize your investment strategy.
Our algorithms will guide you in choosing the best approach.
We'll recommend the best strategies for you based on your tolerance for risk, volatility, and drawdowns. You can also further customize your strategies. Deploy single or multiple strategies in your account.
Sit back and relax.
Our AI will monitor the market and automatically take actions to optimize your returns.
With your preferences set, our investment AI takes the reins. As the market ebbs and flows, we dynamically adjust your portfolio, ensuring optimal performance.
alphaAI applies relevant risk management for today's market conditions.
Leverage time-tested methods to actively manage risk and avoid the common pitfalls of investing. Eliminate emotion, reduce your losses, and harness the growth derived from automated risk management.
S&P 500
Total Return
Total Return
S&P 500
alphaAI | Betterment | Wealthfront | |
|---|---|---|---|
| Personalized Portfolios Personalized portfolios refer to the creation of a portfolio that is tailored to a client’s investor profile, preferences, and goals. |  | | |
| Automated Rebalancing Technology-driven process to realign the proportions of assets in a portfolio as per desired allocation. | | | |
| Dynamic Portfolio Adjustments Dynamic portfolio adjustments are defined as actions taken to optimally position a client portfolio for changing market conditions based on their investor profile and risk tolerance. | | ||
| Responsive Downside Protection Responsive downside protection is defined as actions taken in response to market conditions to protect clients from losses. | | ||
| Automated Risk Management Automated risk management is defined as the automatic adjustment of client portfolio risk levels (such as net exposure, beta, and R2) in response to market conditions. | | ||
| Automated Portfolio Hedging Automated portfolio hedging is defined as the management of net exposure and long/short positions to hedge portfolios against potential market drawdowns. | | ||
High-Upside, Leveraged ETF Strategies Leveraged and inverse ETFs have the potential to deliver greater returns and losses than their underlying benchmark indices. Leveraged ETFs are associated with a higher level of risk than unleveraged ETFs and are only suitable for investors who understand these risks and have a high-risk tolerance. | |
Automatically adapt to changing market conditions.
At alphaAI, every strategy has four modes: Surge, Steady, Cautious, and Defense. Our investment AI will automatically switch between modes based on market conditions, ensuring that your portfolio is always best-positioned to achieve your financial goals.
surge mode
Surge mode
When market conditions are ideal, your portfolio switches to Surge mode to capitalize on market upside.
steady mode
Steady mode
Under normal market conditions, your portfolio switches to Steady mode for balanced results.
cautious mode
Cautious mode
When the markets are uncertain, your portfolio switches to Cautious mode to minimize losses.
defense mode
Defense mode
Under poor market conditions, your portfolio switches to Defense mode to focus on capital preservation.
Join early for exclusive benefits.
Join our waitlist for exclusive benefits, including early access, discounted pricing, and a chance to win a reward from our $50,000 prize pool.
Your money is secure.
You own your account and all of your assets.
At alphaAI, when you create an account with us, your assets are held at Alpaca Securities LLC under your name. You are the sole owner of your account and all its assets. This means that in the unlikely event that something happens to alphaAI, you will still own and be able to access and control your account at Alpaca.
Your assets are insured.
All of the brokerages we support are members of FINRA and SIPC. SIPC provides $250,000 coverage. In addition, eligible clients can obtain up to $2,500,000 of FDIC insurance on cash deposits for a total coverage of $2,750,000. Note that this does not cover ordinary loss from market fluctuation.
We are a fiduciary.
This means we are legally obligated to put our clients’ interests ahead of our own. But aside from the legal jargon, alphaAI was founded on our mission to democratize sophisticated investment strategies. Our clients are at the heart of everything we do!
Read more about our origin here.
Frequently Asked Questions
Find answers to common questions about alphaAI.
How does alphaAI use AI?
We use AI to automate the entire investment process, from beginning to end.
At the heart of our proprietary, industry-leading AI system is a set of predictive machine learning models. Our models have been trained on multiple decades of data encompassing more than 10,000 global stocks. On average, each model is trained on more than 10 billion data points. Each model is trained to perform a unique predictive capability, and multiple models work together to make trading decisions.
Our portfolio management system uses a rules-based approach to decide what to do with the predictions that our models generate. This includes making trades and managing risk according to your unique investor profile. This system also includes numerous failsafe protocols to ensure that all actions taken are within strictly defined parameters.
Read more about our technology.
Is it safe to let AI handle my money?
Yes, absolutely! There is a 0% chance that our AI technology will take unexpected actions – let us explain why.
At its core, AI is simply machine learning (ML). ML is a branch of mathematics focused on the development of models that can learn patterns from data.
We use a variety of predictive machine learning models combined with a rules-based approach to make trades and manage risk according to your unique investor profile. Our systems include numerous failsafe protocols to ensure that all actions taken are within strictly defined parameters.
Hopefully, you now have a better understanding of what AI is and how we use it. So don't worry – AI doesn’t have sentience, and there is no chance of it going off and making its own decisions. AI is another word for machine learning, and machine learning simply consists of a collection of predictive methods and models that can learn patterns from data.
Are there any hidden fees? What’s the actual price?
At alphaAI, we don’t believe in the traditional management fee model. Why should your costs go up as your assets increase?
We charge a single, flat subscription fee. This is the only way we make money. We do not charge account opening fees, minimum account fees, withdrawal fees, or account closing fees.
At alphaAI, our mission is to make sophisticated investment strategies accessible to everyone! We pride ourselves in our affordable and transparent pricing.
What is the minimum account size?
Get started with as little as $100!
How is alphaAI different from other roboadvisors?
alphaAI is the only roboadvisor that adjusts your portfolio to the markets in real-time. Other roboadvisors use a purely passive investment approach, which leaves you unable to take advantage of market trends.
At alphaAI, we use responsive investment strategies to manage your risk. This means that when the markets are volatile or uncertain, we automatically reduce your risk to help minimize portfolio volatility.
Read more about the alphaAI difference.
What is alphaAI’s investment philosophy? How do you control risk and drawdowns?
Our goal is simple: deliver better risk-adjusted returns than the market. We do this by focusing on automated, high-upside strategies that primarily invest in leveraged ETFs, such as TQQQ and UPRO.
Our AI system adjusts your strategy to your unique investor profile and risk tolerance. We adapt your portfolio’s risk level to the markets in real-time, helping keep your portfolio’s volatility and drawdowns within your defined acceptable range. We control risk in two key ways: market exposure management and tactical asset allocation. The result: better returns for the amount of risk taken on.
Read more about our investment philosophy here.
Why does alphaAI focus on leveraged ETFs? Aren’t they highly risky?
We focus on leveraged ETFs because of their potential for significant returns. For example, TQQQ has returned an average of 41% per year since its inception. Those are the kinds of numbers that excite us, and you are the ideal client if that also excites you.
However, higher potential returns also mean higher potential losses. That is why our primary focus is on risk management. We use automated market exposure management and tactical asset allocation to ensure your portfolio’s risk matches your investor profile and risk tolerance.
For reference, the S&P 500 has an annual average volatility of 20% — think of volatility as a measure of risk. With our tech, you can specify the level of risk you’re comfortable with — whether it’s less, more, or the same as the S&P 500 — and our AI system will handle the rest.
How hands-on or off is alphaAI?
alphaAI is completely hands-off – set it and forget it!
All you have to do is set your investor profile and customize your strategies. After that, we take care of everything for you. We automatically make trades and manage your portfolio’s risk in response to market conditions. Our leading-edge AI system stays on top of the market so you don’t have to. Rest easy knowing that regardless of what the market does, we are responding in the best way for you and your financial goals.
Read more about how the alphaAI process works.
What assets can I invest in through alphaAI?
Our strategies are optimized for ETFs, including leveraged and inverse ETFs. We will be adding additional asset classes in the future.