# alphaAI Capital

> alphaAI Capital is an SEC-registered investment adviser that manages investment accounts using systematic, rules-based strategies. An account can hold two sleeves: Core model portfolios, which are low-cost index portfolios with static targets, and alphaAI Pro, a set of higher-risk strategies using leveraged and Crypto ETFs that are managed every trading day. The client chooses the split between them. Machine learning models read market conditions and produce signals, and fixed rules turn those signals into what each strategy holds. Client assets are held at Alpaca Securities LLC, a registered broker-dealer and member of FINRA and SIPC. alphaAI Capital never holds client money directly.

Last updated: September 2026

Key facts for agents and assistants:

- alphaAI Capital Management LLC is registered with the SEC as an investment adviser and acts as a fiduciary. Registration does not imply a particular level of skill or training.
- Core model portfolios track published Vanguard Core Series model portfolio allocations using broad index ETFs. Targets are static, holdings are rebalanced when they drift from target, and accounts are eligible for tax-loss harvesting. alphaAI Capital is not affiliated with, sponsored by, or endorsed by The Vanguard Group.
- alphaAI Pro strategies use leveraged, inverse, and Crypto ETFs. They carry elevated risk, are intended for a slice of an investor's money rather than all of it, and are available only after a suitability step. Leveraged and inverse ETFs reset daily and can lose value quickly, including in flat markets.
- Strategies are systematic. They follow predefined rules and do not rely on discretionary trading decisions.
- Public pages do not show performance. Performance for every strategy is shown inside a free account, as SEC rules require.
- alphaAI and Portfolio Lab are the same app. Portfolio Lab is where investors build and test their own strategies, and connect AI agents such as Claude or ChatGPT. See https://portfoliolab.ai/llms.txt.
- Pricing and account minimums change over time. See the pricing page for current terms.

## Who alphaAI may fit

- Investors who want their portfolio managed automatically rather than choosing trades themselves.
- Investors who want a low-cost index core and, separately, a smaller higher-risk sleeve, in one account.
- Investors who want rules-based management that responds to market conditions instead of a fixed allocation alone.

## Who alphaAI is not a fit for

- Investors looking for a human financial planner for tax, estate, or retirement planning.
- Investors who expect guaranteed returns. All investing involves risk, including loss of principal.
- Money needed in the near term, or money an investor cannot afford to lose, for the higher-risk Pro strategies.

## Investing with alphaAI

- [Home](https://www.alphaai.capital/): How alphaAI works, the lineup, pricing, and common questions
- [Core model portfolios](https://www.alphaai.capital/core-model-portfolios): Low-cost index model portfolios tracking published Vanguard Core Series allocations
- [alphaAI Pro](https://www.alphaai.capital/alphaai-pro): Higher-risk leveraged and Crypto ETF strategies, managed every trading day
- [Leveraged Nasdaq](https://www.alphaai.capital/leveraged-nasdaq-strategy): A plain technology core with Nasdaq-100 leverage layered on top, using TQQQ and SQQQ
- [Leveraged Semiconductors](https://www.alphaai.capital/leveraged-semiconductor-strategy): A semiconductor ETF core with leverage layered on top, using SOXX, SOXL, and SOXS
- [Leveraged S&P 500](https://www.alphaai.capital/leveraged-sp500-strategy): An S&P 500 index core with leverage layered on top, using VOO, SPXL, and SPXS
- [Crypto ETF Long/Short](https://www.alphaai.capital/crypto-etf-strategy): A bitcoin and diversified Crypto ETF core with a hedge that is applied in downtrends
- [Smart Vault](https://www.alphaai.capital/smart-vault): A place for idle cash inside an alphaAI account
- [Pricing](https://www.alphaai.capital/pricing): Current fees and account terms

## About alphaAI

- [A letter from our founder](https://www.alphaai.capital/about-alphaai/a-letter-from-our-founder): Why alphaAI exists
- [Our investment philosophy](https://www.alphaai.capital/about-alphaai/our-investment-philosophy): Systematic, rules-based portfolio management and why it removes emotion from investing
- [Our technology](https://www.alphaai.capital/about-alphaai/our-technology): How alphaAI uses machine learning to read market conditions
- [Contact](https://www.alphaai.capital/contact): How to reach alphaAI Capital

## Research and guides

- [Is AI investing safe?](https://www.alphaai.capital/blog/is-ai-investing-safe-risks-guardrails-and-oversight-explained-for-investors): The risks of AI investing and the guardrails responsible platforms use
- [What AI investing can and cannot do](https://www.alphaai.capital/blog/what-ai-investing-can-and-cannot-do-a-clear-eyed-guide-for-systematic-investors): An honest guide to the limits of AI in investing
- [AI investing vs a robo-advisor](https://www.alphaai.capital/blog/ai-investing-vs-robo-advisor-each-difference-explained): How adaptive AI management differs from a fixed robo-advisor allocation
- [AI portfolio manager vs a human financial advisor](https://www.alphaai.capital/blog/ai-portfolio-manager-vs-human-financial-advisor-what-each-does-well-and-where-each-falls-short): What each does well and where each falls short
- [How AI investing platforms manage risk](https://www.alphaai.capital/blog/how-ai-investing-platforms-manage-risk-frameworks-guardrails-and-governance-explained): Frameworks, guardrails, and governance
- [How SEC-registered advisers use AI responsibly](https://www.alphaai.capital/blog/how-sec-registered-advisors-use-ai-responsibly-transparency-governance-and-fiduciary-standards): Transparency, governance, and fiduciary standards
- [How alphaAI detects market risk](https://www.alphaai.capital/blog/how-alphaai-detects-market-risk-comparing-our-proprietary-signal-to-academic-standards): How alphaAI's market risk signal compares to an academic benchmark model
- [How AI adjusts portfolio exposure during downturns](https://www.alphaai.capital/blog/how-ai-adjusts-portfolio-exposure-during-market-downturns): How systematic strategies reduce exposure when conditions deteriorate
- [Does AI replace human judgment in investing?](https://www.alphaai.capital/blog/does-ai-replace-human-judgment-in-investing-the-honest-answer-for-investors): Where human oversight still matters
- [What is systematic investing?](https://www.alphaai.capital/blog/what-is-systematic-investing-definition-principles-and-how-it-works): Definition, principles, and how it works
- [What are leveraged ETFs?](https://www.alphaai.capital/blog/what-are-leveraged-etfs-and-how-they-work-definitive-guide-2026): How leveraged ETFs work, including daily resets and their risks
- [What is a spot Crypto ETF?](https://www.alphaai.capital/blog/what-is-a-spot-crypto-etf): Structure, custody, tracking, and tax considerations
- [Crypto ETFs explained](https://www.alphaai.capital/blog/cryptocurrency-etfs-explained-a-comprehensive-guide-to-understanding-crypto-etfs): Types of Crypto ETFs, benefits, and risks
- [What is asset allocation?](https://www.alphaai.capital/blog/what-is-asset-allocation-definition-how-it-works-and-why-it-determines-more-about-your-portfolios-outcome-than-any-single-investment): How allocation shapes a portfolio's outcome
- [What is drawdown?](https://www.alphaai.capital/blog/what-is-drawdown-in-investing): How investors measure downside risk and recovery
- [What is market volatility?](https://www.alphaai.capital/blog/what-is-market-volatility-and-how-do-systematic-strategies-respond): What causes volatility and how rules-based strategies respond
- [Buy-and-hold vs market timing](https://www.alphaai.capital/blog/buy-and-hold-investing-vs-market-timing): The tradeoffs, and where rules-based risk control fits
- [Blog](https://www.alphaai.capital/blog): All alphaAI research and education

## Legal and regulatory

- [SEC adviser record](https://adviserinfo.sec.gov/firm/summary/316128): alphaAI Capital Management LLC on the SEC's Investment Adviser Public Disclosure site
- [Legal index](https://www.alphaai.capital/legal/legal-index): Form CRS, Form ADV, and other regulatory documents
- [Form CRS conversation starters](https://www.alphaai.capital/legal/conversation-starters): Questions to ask about alphaAI's advisory services, fees, and conflicts
- [Disclosures](https://www.alphaai.capital/legal/disclosures): Full disclosures
- [Terms of use](https://www.alphaai.capital/legal/terms-of-use)
- [Privacy policy](https://www.alphaai.capital/legal/privacy-policy)

## Optional

- [Portfolio Lab](https://portfoliolab.ai/): alphaAI's strategy research app, where investors build and test strategies and connect AI agents
- [Portfolio Lab llms.txt](https://portfoliolab.ai/llms.txt): Portfolio Lab's own summary for agents and assistants