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. The brokerage connection to Interactive Brokers is live. Connections to other brokerages are in development and subject to change. alphaAI’s chatbot is in development and is based on LLM and trained on a database of real-time financial, investment, stock, news, and macroeconomic data. Users should not assume that the chatbot completely replaces a financial advisor.
Close buttonClose button

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.

Close buttonClose button

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.

close buttonclose button
Accelerate Your Returns

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.

Think of alphaAI as a roboadvisor that specializes in high-returning investment strategies using leveraged ETFs.

FDIC Insured

SEC Registered

128-Bit+ Encryption

Fiduciary

22%

Average Annual Return

8%

Average Alpha Generated

18%

Average Portfolio Volatility
Disclosures
market risk monitor

18%

Average Portfolio Volatility

8%

Average Alpha Generated

22%

Average Annual Return
A smarter, more responsive way to invest in leveraged ETFs: Nasdaq-100 and S&P 500.

TQQQ

UPRO

QLD

SSO

SQQQ

SPXU

We are giving away $50,000 in rewards to our waitlist - Join Now!

Active Risk Management

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.

-19%
-16%
-18%
-16%
+1.6%
+2.9%
-9.0%
+6.2%

Total Return

Performance is calculated net of fees. alphaAI performance is representative of real client accounts running our default strategy, which invests in TQQQ and SQQQ. Wealthfront performance is representative of their default Classic portfolio, and Betterment performance is representative of their default Core portfolio. Due to leveraged and inverse ETFs, the risk level with alphaAI’s strategy will inherently be higher than those of Wealthfront, Betterment, and the S&P 500. The figures shown are averages. Actual figures may vary due to factors such as market timing and portfolio size.

Total Return

Performance is calculated net of fees. alphaAI performance is representative of real client accounts running our default strategy, which invests in TQQQ and SQQQ. Wealthfront performance is representative of their default Classic portfolio, and Betterment performance is representative of their default Core portfolio. Due to leveraged and inverse ETFs, the risk level with alphaAI’s strategy will inherently be higher than those of Wealthfront, Betterment, and the S&P 500. The figures shown are averages. Actual figures may vary due to factors such as market timing and portfolio size.
+24%
+11%
+15%
+45%
See how we're better.

Compare alphaAI with other roboadvisors.

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.
checkmarkcheckmarkcheckmark
Automated Rebalancing
Technology-driven process to realign the proportions of assets in a portfolio as per desired allocation.
checkmarkcheckmarkcheckmark
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.
checkmark
Responsive Downside Protection
Responsive downside protection is defined as actions taken in response to market conditions to protect clients from losses.
checkmark
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.
checkmark
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.
checkmark
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.
checkmark
2022 Alpha Generated
Alpha is a way to measure how well an investment strategy performed relative to its benchmark. Positive values indicate that the strategy provided a positive value-add to the investor. Negative values indicate the investor would have been better off not using that strategy.
1.60%-1.40%-1.40%
2023 Alpha Generated
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.
21.40%-3.90%-3.10%
"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:

Zero to pro-investing in record time.

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.

alphaAI strategies mockup on mobile app

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.

alphaAI Onboarding screen showing portfolio optimizations based on investor profile

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 market risk calculator at work
Users observing investments in the alphaAI app
Your money on autopilot.

Upgrade your portfolio with AI.

Why let emotions dictate your financial future? With alphaAI, harness the power of leading-edge AI to ensure your investments are driven by data, not sentiments. Experience objective, informed decisions that work tirelessly for your financial growth, even when you're off the grid.

+3%
Alpha is a way to measure how well an investment strategy is doing compared to its goal. Positive values indicate that the strategy has beaten its benchmark.
The average alpha of our investors. Superior returns with our AI-driven strategies.
30%
Risk, or volatility, is a way to measure the potential for loss associated with an investment strategy.
Less risk compared to traditional, passive roboadvisor approaches.
Take your investment strategy to the next level.

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.

We are giving away $50,000 in rewards to our waitlist!

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.

Man at a laptop in an officeby Bench Accounting

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.

FAQs

Find answers to common questions about AlphaAI and its features.

What is the minimum account size?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

What assets can I invest in through alphaAI?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

How hands-on or off is alphaAI?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Why does alphaAI focus on leveraged ETFs? Aren’t they highly risky?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

How is alphaAI different from other roboadvisors?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

What is alphaAI’s investment philosophy? How do you control risk and drawdowns?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Are there any hidden fees? What’s the actual price?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Is it safe to let AI handle my money?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

How does alphaAI use AI?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Still have questions?

Contact our support team for further assistance.

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?

There are no account minimums, none! We have the option to use fractional shares, ensuring our tech is accessible to any account value. You can enable fractional shares in your account settings.

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.