Surmount Data-driven investing made simple

What is Surmount?

Surmount is a platform designed to simplify data-driven investing. It allows users to automate their investment accounts using AI-powered, professionally built portfolios, and user-created strategies.

The platform integrates with major brokers, enabling automated order execution, position management, tax harvesting, and defensive measures. Surmount provides tools for creating, testing, and sharing investment strategies, making sophisticated investment techniques accessible to a wider audience.

Features

Automated Order Execution: Automatically places orders for up to 50 stocks in one click.
Position Management: Manages investment positions automatically.
Tax Harvesting: Implements automated tax-loss harvesting.
Defensive Measures: Incorporates risk management strategies.
Strategy Creation: Allows users to create their own strategies with or without code.
Broker Integration: Connects to multiple brokers for seamless trading.
AI Advisor: Personalized investment advice.
Market Analysis: Tools for comprehensive market analysis.

Use Cases

Automating personal investment portfolios.
Creating and testing new investment strategies.
Sharing and monetizing investment strategies.
Implementing tax-loss harvesting strategies.
Managing investment risk through automated measures.
Accessing professionally managed investment portfolios.

FAQs

What is Surmount?

Surmount is a platform designed to simplify data-driven investing. It offers tools to automate your investment accounts with the help of AI.
Who can use Surmount?

Surmount is designed for both individual investors and professional investors who want to leverage data-driven strategies.
What is a strategy?

A strategy is a data-driven collection of stocks that reflects an investment idea and automates order execution, position management, and other processes.
How often do strategies trade?

The trading frequency of a strategy depends on the specific strategy's design and parameters.
Why does Surmount exist?

Surmount exists to make data-driven, quantitative investing more accessible to everyone.
Is Surmount safe?

Yes. Surmount states that the platform prioritizes user safety and data security. It utilizes secure connections with supported brokers.
How does Surmount make money?

Surmount offers different subscription tiers, including a free tier and paid tiers with more advanced features.