Portfolio diversification is the practice of spreading investments around so that exposure to any one type of asset is limited. Personalized portfolios refer to the creation of a portfolio that is tailored to a client’s investor profile, preferences, and goals. 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. 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. Responsive downside protection is defined as actions taken in response to market conditions to protect clients from losses. Automated portfolio hedging is defined as the management of net exposure and long/short positions to hedge portfolios against potential market drawdowns.
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Performance is calculated net of fees. alphaAI performance is representative of our Moderate Builder portfolio. Wealthfront performance is representative of their Classic portfolio. Betterment performance is representative of their Core portfolio. Figures shown are averages. Actual figures may vary due to factors such as market timing and portfolio size.

YTD figures are as of October 31, 2023

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Testimonials are from alphaAI clients. Clients were not paid for their testimonials. Each testimonial reflects the individual experience of the clients depicted. They are not intended to represent any other client’s experience. The client testimonials represent their opinions at the time given. Logos represent companies that alphaAI clients work at. Logos should not be construed as these companies' endorsement or partnership of alphaAI. The content provided should not be construed as investment or financial advice, tax or legal advice, an offer, solicitation of an offer, or advice to buy or sell securities or other products offered by alphaAI or any third party. All investments involve risk.

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Enhance your returns with leveraged ETFs.

Do you wish Acorns had higher-returning investment options?
Try alphaAI!

Trade a bit more risk for a higher reward potential

Depending on your age and risk tolerance, you might want to allocate a portion of your capital to higher-returning assets like leveraged ETFs.

You can still keep money in Acorns

We are an addition to your portfolio, not a replacement for the types of passive, market-tracking strategies offered by companies like Acorns.

Realize the benefits of automated risk management

When it comes to leveraged ETFs, simply buying and holding won't work. alphaAI specializes in controlling your portfolio's volatility and losses.

How?

alphaAI offers an alternative to traditional buy and hold strategies with leveraged ETFs

AI trained on billions of data points.

Our AI system is built with multiple models, trained on every single US-listed stock spanning decades of data. Our AI constantly monitors the markets to make the best decisions for you.

We tailor a strategy to your risk tolerance.

We customize your strategy so that your risk levels stay within defined parameters. Within those parameters, your returns are optimized based on market conditions.

Equip your strategy with market responsiveness.

Our AI automatically adjusts your portfolio based on market conditions. Our AI ingests real-time data to ensure that the best decisions are being made at the right time.


Acorns doesn't cut it when it comes to leveraged ETF investment strategies.

alphaAI
Wealthfront
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.
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Smart Stash: Earn 6%+ Yield
Smart Stash is an intelligent cash management solution where excess cash in your alphaAI account will automatically earn market-leading yield.
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Personalized Portfolios
Personalized portfolios refer to the creation of a portfolio that is tailored to a client’s investor profile, preferences, and goals.
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Automated Rebalancing
Technology-driven process to realign the proportions of assets in a portfolio as per desired allocation.
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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.
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Responsive Downside Protection
Responsive downside protection is defined as actions taken in response to market conditions to protect clients from losses.
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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.
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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.
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Disclosures

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"I used to manage my portfolio on my own, but it was very frustrating. I didn’t know what I was doing and didn’t have time to keep up with the markets either. With alphaAI, I don’t have to spend any time managing my investments. Yet when I check back, I’m ahead of the S&P 500."

S.S.

Client since Nov 2021

4.8
Average investor satisfaction rating

Our clients work at top companies like:

Simple and Straightforward

Investing in your future shouldn't break the bank.

Say goodbye to traditional management fees. At alphaAI, we believe in clear, straightforward pricing — enjoy our full suite of AI-driven investment tools without worrying about escalating costs. Our approach eliminates the complexity of variable management fees, embracing a single, flat subscription fee model.

$12/mo
Automated Investing
A subscription designed to give you everything you need you automate your portfolio and take your returns a step further with high-upside, leveraged ETF strategies!
Features:
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.
Smart Stash: Earn 6%+ Yield
Smart Stash is an intelligent cash management solution where excess cash in your alphaAI account will automatically earn market-leading yield.
Personalized Portfolios
Spreading investments across various assets to reduce risk and improve potential returns.
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.
Get Started
$12 $9/mo
Automated Investing
A subscription designed to give you everything you need you automate your portfolio and take your returns a step further with high-upside, leveraged ETF strategies!
SAVE 25%
Features:
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.
Smart Stash: Earn 6%+ Yield
Smart Stash is an intelligent cash management solution where excess cash in your alphaAI account will automatically earn market-leading yield.
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.
Personalized Portfolios
Spreading investments across various assets to reduce risk and improve potential returns.
Automated Rebalancing
Technology-driven process to realign the proportions of assets in a portfolio as per desired allocation.
Get Started
Say Goodbye To Percentage Fees

Whatever Your Account Size

Say goodbye to traditional management fees. At alphaAI, we believe in clear, straightforward pricing — enjoy our full suite of AI-driven investment tools without worrying about escalating costs. Our approach eliminates the complexity of variable management fees, embracing a single, flat subscription fee model.

$12/mo
Automated Investing
A subscription designed to give you everything you need you automate your portfolio and take your returns a step further with high-upside, leveraged ETF strategies!
Features:
Personalized Portfolios
Spreading investments across various assets to reduce risk and improve potential returns.
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.
Get Started

Sign up for the waitlist, and when we launch, receive:

  • Early Access + Free Trial
  • Discounted Pricing — Save 44%
$12 $9/mo
Automated Investing
A subscription designed to give you everything you need you automate your portfolio and take your returns a step further with high-upside, leveraged ETF strategies!
SAVE 25%
Features:
Personalized Portfolios
Spreading investments across various assets to reduce risk and improve potential returns.
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.
Get Started

Sign up for the waitlist, and when we launch, receive:

  • Early Access + Free Trial
  • Discounted Pricing — Save 44%

alphaAI is the best choice to both grow & protect your assets.

alphaAI is a relatively new roboadvisor created by Richard Sun, an ex-Wall Street analyst with a knack for math and machine learning. Roboadvisors are great, but they lacked that "Wall St edge." Unlike other roboadvisors, we are heavily focused on automated and responsive risk management. The key word being, responsive.

Passive roboadvisors like Wealthfront do not manage your assets dynamically, leaving your portfolio at the mercy of the markets. At alphaAI, we are focused on making sure our strategies are constantly learning and adapting to market conditions.

+10,000
alphaAI's machine learning algorithms analyze the data of over ten thousand global stock and other data points to understand what currently affects the market to respond and leverage from it.
3%
The average alpha of alphaAI's customers is 3%. That means that the strategies implemented exceeded expectations by that much. A holy grail for seasoned investors.

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.

Read more about our technology.

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.

Learn more about our 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.

Still have questions?

Contact us for more information or assistance.

Reduced fees and more.

Join early for exclusive benefits.

Why settle for traditional when you can have transformational? With alphaAI, you're not just joining an investment platform; you're embracing the future of finance. Let's redefine your financial journey together.

Figures for 1/1/2022-12/31/2023 and are calculated net of fees. alphaAI performance is representative of real client accounts running our default strategy, which invests in TQQQ and SQQQ. The figures shown are averages. Actual figures may vary due to factors such as market timing and portfolio size.

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