Surmount

Data-driven investment management

Paid

Description

Surmount offers a platform for data-driven investment management, enabling users to automate their investment accounts. It utilizes investment strategies developed by professionals, the user community, and AI, connecting seamlessly with numerous popular brokerage accounts. The platform simplifies strategic investing by automating complex tasks such as order execution, position management, tax-loss harvesting, and implementing defensive measures based on the chosen strategy.

Users can select from a variety of existing strategies reflecting different investment ideas and timeframes or create their own unique strategies, with or without coding knowledge. Surmount aims to make sophisticated investment approaches, traditionally used by hedge funds and family offices, accessible to everyday investors, helping them manage their portfolios with potentially less hassle and more intelligence.

Key Features

Automated Strategy Execution: Automates orders, position management, tax harvesting, and defensive measures.
Broker Integration: Connects to various brokerage accounts (supports +15 brokers).
Strategy Marketplace: Access data-driven strategies made by professionals and creators.
Custom Strategy Creation: Build your own strategies with or without coding.
Strategy Backtesting: Test the historical performance of created strategies (Creator plan).
AI-Powered Insights: Utilize a personalized AI advisor for investment guidance (Creator plan).
One-Click Trading: Place orders for up to 50 stocks simultaneously.
Paper Trading: Practice with simulated trading accounts.

Use Cases

Automating personal investment portfolios.
Implementing quantitative trading strategies without coding.
Accessing and investing in expert-managed strategies.
Creating, backtesting, and sharing custom investment strategies.
Simplifying portfolio management across multiple brokers.
Utilizing AI for investment analysis and advice.

Frequently Asked Questions

What is Surmount?

Surmount builds investment products with the objective to help investors approach markets smarter & with less hassle, using data-driven strategies.

Who can use Surmount?

Surmount is designed for a range of users, from everyday investors new to strategic investing to experienced individuals like quants seeking automated solutions.

What is a strategy?

A strategy on Surmount is a data-driven collection of stocks reflecting an investment idea, which automates order execution, position management, tax harvesting, and defensive measures.

Why does Surmount exist?

Surmount aims to democratize access to sophisticated, data-driven investment strategies, making wealth building more accessible and less complex for everyday investors.

How does Surmount make money?

Surmount makes money through monthly subscription plans ('Investor' at $5/month, 'Creator' at $10/month, and a custom 'Host' plan).