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. Tax loss harvesting is the timely selling of securities at a loss to offset the amount of capital gains tax owed from selling profitable assets. An individual taxpayer can write off up to $3,000 in net losses annually. Tax loss harvesting does not apply to short-term trades subject to the wash sale loss rule. At alphaAI, tax loss harvesting is done where applicable; however, the majority of trades made in client accounts are subject to the wash sale loss rule and do not qualify for tax loss harvesting. In these cases, losses, if any, are used to offset the cost basis, resulting in a lower amount of capital gain, if any. 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. Dynamic asset allocation is defined as active portfolio rebalancing to maximize gains and minimize losses in response to market conditions. 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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This is the current 30-day yield SEC yield of JAAA, the high-yield fund we invest in for Smart Stash. This yield will fluctuate and is not a forecast or guarantee of future earnings. This fund trades on the open market and is therefore subject to market price fluctuations. Although the fund's price has exhibited a low volatility level over the past 5 years, the principal investment into the fund may experience a loss in market value, which is not accounted for in the chart. The yield shown is pre-tax and before fees and expenses. Actual earnings after taxes and fees will be lower and depend on numerous factors, including the magnitude of fees and expenses, the frequency of compounding, variability of the yield, and individual tax situations. On an after-tax, post-fee basis, the yields of the products shown in the chart could be the following: 1) Savings Account: 0.25%, 2) Wealthfront: 2.43%, 3) Betterment: 2.43%, 4) alphaAI: 3.58%.

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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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Earn nearly 14x the National Average

Earn the Best Yields on Your Uninvested Cash

With Smart Stash, any excess cash in your alphaAI account that is not invested as active capital will automatically be allocated to a high-yield fund to earn market-leading APY.


Pre-Tax YieldAfter-Tax YieldAnnual FeesTake Home on $100,000
AlphaAI Full logo
5.31%
3.50%
None
$3,500
High-Yield Savings Account4.60%2.63%-$2,635
National Savings Account Average0.46%0.26%-$263

Smart Stash vs. other leading high yield cash products

4.25%
4.25%
6.01%
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How we stack up against the rest

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Smart Stash vs. other leading high yield cash products

4.25%
4.25%
6.01%
Your cash should work for you.

Smart Stash: A High Yield Cash Feature Powered by AI

You don't want to always be fully invested in the markets. When conditions are risky, you should be holding some cash on the sidelines to reduce your risk. With Smart Stash, the cash in your alphaAI account that is not invested as active capital will automatically earn industry-leading yield, further optimizing your overall returns!

Say Goodbye
to Idle Cash

Smart Stash integrates into your existing AI investment strategy and seamlessly works in the background. Uninvested cash in your alphaAI account is automatically allocated to Smart Stash.

Secure, Flexible,
and Rewarding

Your security and flexibility remain our top priorities. Smart Stash offers the same high level of security you've come to expect from alphaAI. Plus, there's no lock-in period – your funds remain accessible whenever you need them, giving you both liquidity and high returns.

Your cash should work for you

Say Goodbye to Idle Cash

Smart Stash integrates into your existing AI investment strategy and seamlessly works in the background. Uninvested cash is automatically allocated to Smart Stash. In addition, you can also specify a set amount to be always invested in Smart Stash.

Top-tier cash management

Secure, Flexible, and Rewarding

Your security and flexibility remain our top priorities. Smart Stash offers the same high level of security you've come to expect from alphaAI. Plus, there's no lock-in period – your funds remain accessible whenever you need them, giving you both liquidity and high returns.

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Pre-Tax YieldAfter-Tax YieldAnnual FeesTake Home on $100,000
AlphaAI Full logo5.31%3.50%-$3,500
Wealthfront5.00%2.86%-$2,864
Robinhood5.00%2.86%$60$2,804
M1 Finance5.00%2.86%$95$2,769
Betterment4.75%2.72%-$2,721
Vanguard4.70%2.69%-$2,692
Sofi4.60%2.63%-$2,635
Marcus4.40%2.52%-$2,520
National Savings Account Average0.46%0.26%-$263
Wells Fargo0.15%0.09%-$86
Citi0.03%0.02%-$17
Bank of America0.01%0.01%-$6
Chase0.01%0.01%-$6

Frequently Asked Questions

Find answers to common questions about Smart Stash.

How does Smart Stash work, exactly?

Smart Stash is a feature of your alphaAI account. Cash in your alphaAI account that is not invested as active capital will be automatically allocated to Smart Stash.

How is my uninvested cash automatically allocated to Smart Stash?

When you join alphaAI, you will be recommended or choose one of our automated investment strategies. One of the things our investment AI does is adjust the amount of cash you hold based on market conditions and your risk profile. For example, when market conditions are poor, you would want to keep more cash on the sidelines to reduce your overall risk (we automate this process for you at alphaAI). With Smart Stash, your uninvested cash on the sidelines is automatically allocated to a high-yielding fund, further enhancing your overall returns.

How is Smart Stash different from a high-yield savings account?

Smart Stash is more flexible than a high-yield savings account (HYSA). Because Smart Stash is a part of your overall account at alphaAI, you can easily invest that cash into other assets, should you choose. 

With a HYSA, you typically have to create a separate account at the bank or brokerage of your choice. Your money sits there, and you can only deposit and withdraw from that account. If you wanted to invest that money into other assets, you would have to transfer that money into a separate investment account to do so. You would oftentimes incur fees for the transfer and have to wait several business days for the transaction to clear.

Are there any fees?

Smart Stash is a feature of your alphaAI account, which is subject to our subscription fee. Learn more about our pricing.

The fund we use for Smart Stash charges a net annual expense fee of 0.21%. Our goal with Smart Stash is to provide clients with a net yield, after all fees and expenses, that is significantly higher than the national average savings account rate.

Is my money safe?

Smart Stash works by investing your excess cash into high-yielding funds. The market price of such funds is relatively stable but may fluctuate by a small amount (typically by less than 1% over the course of multiple years). We chose these funds because they provide a high yield (6%+ at the time of writing), paid out in the form of monthly dividends. The high yield of these dividends more than cover any minor fluctuations you may experience in the market price.

Additionally, 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.

How easy is it to withdraw my money?

Pretty dang easy! You can make unlimited deposits and withdrawals. Buys and sells into and out of our Smart Stash funds are instantaneous, with funds becoming available to you in the same day.

How do interest payments work?

The advertised yield shown is the current 30-day SEC annualized yield, which is subject to change. Each month, you’ll receive interest payments based on the yield earned during that period.

Still have questions?

Contact us for more information or assistance.