Invest the way institutions do. In your own account.

Systematic strategies with visible rules: what to hold, when to hedge, and when to sit in cash.

Start free

No credit card required.

SEC registered
SIPC member
128-bit+ encryption
1
Pick your strategies
Run one, or several side by side
2
Connect your brokerage
SCHWABE*TRADEWEBULLPUBLICTASTYTRADEMOOMOO
3
Set what we manage
We never touch the rest
$25,000
4
It runs
Trades placed automatically
LIVE

Used by investors from

Why rules-based investing

Anyone can make money when markets go up. The difference is what happens when they don't.

Professionals run systems: rules for what to hold, when to reduce, and when to step aside. That isn't a secret. It just hasn't been available to you.

With rules Without
HEDGE ON BACK IN TO CASH
Illustrative only. Shows how a rules-based strategy is designed to respond to changing conditions. Not a performance claim and not indicative of any outcome.
VTI32%hold
SCHD21%buy
NVDA15%hold
CASH20%risk up
Live record
13:02 ETHEDGE ON · bought SQQQ
13:02 ETTRIM NVDA · filled
13:01 ETBUY SCHD · filled

Proof, not promises

See every move before you commit a dollar.

Every strategy runs live. Every holding, every trade, every move to cash, timestamped and visible.

Try any strategy with virtual money first. Free, for as long as you want.

Why Portfolio Lab

The engine behind
every strategy.

Specialized models trained on decades of market data decide what each strategy holds, and when.

Portfolio Lab is powered by
7

AI models

200+

predictors working together

1B+

datapoints training the AI

35+

years of market history

5 categories of data
Fundamental
Technical
Estimate
Macroeconomic
Alternative

pricing

Start free.
Scale when ready.

No credit card to start.

explorer

Free
forever
Build strategies and prove them in live markets, with virtual money.
Deploy with real money in-app, managed for you
Ready-made and custom strategies across 1,000+ assets
A live paper portfolio
Core metrics and limited weekly usage

Analyst

$8/mo
Your strategies traded for real, in your own brokerage account.
Everything in Explorer, plus:
Agentic investing, full data: exact position sizes and the trades to place
Deeper analytics and unlimited usage
1 brokerage connection
COMING SOON
1 strategy per connected account
COMING SOON
Deploy stock and ETF strategies in your own brokerage
COMING SOON

Quant

$24/mo
Run everything Portfolio Lab can build, across every account you have.
Deploy leveraged and crypto ETF strategies in your own brokerage
Full analytics suite
Everything in Analyst, plus:
3 brokerage connections
COMING SOON
5 strategies per connected account
COMING SOON
Start free

No credit card required.

SEC registered
SIPC member
128-bit+ encryption

faq

Common
questions.

Is it safe to connect my brokerage?

You sign in through your brokerage's own login. We never see or store your login information, and you can disconnect at any time.

Will you touch my existing holdings?

No. We only trade the shares we buy for you. Everything else in your account stays untouched.

How much of my account do you manage?

Only the amount you set. You can change it whenever you want.

Which brokerages can I connect?

Schwab, E*Trade, Webull, Public, tastytrade, and Moomoo. We are adding more over time.

Can I connect Robinhood?

Robinhood does not allow external brokerage connections. You can still run your strategies there through Robinhood's agentic trading product and our Agentic investing connection.

What happens if I want to stop?

Pause or disconnect at any time. Nothing is sold without you.

Put a real strategy behind your money.

Start free