Surmount is an automated investing platform. It is designed to assist both novice and experienced investors with custom-built strategies. It offers tools like an AI-powered strategy builder, ETF creator, and backtesting capabilities.
With its advanced features, you can build personalized, data-driven strategies and execute trades easily without any code. The platform also features pre-built expert strategies for those who are looking for a hands-off approach. No doubt, with its low cost and advanced features, Surmount provides high flexibility and ease of use. Whether you're managing a small portfolio or a larger one, Surmount's AI recommendations and full support will provide smart and effective investing.
Performance Score
A+
Strategies Outcomes
Effective and trustworthy outcomes
Interface
Easy-to-navigate interface
AI Technology
- Predictive analysis
- NLP
- Machine Learning
- Deep Learning
Purpose of Tool
To provide automated investment solutions to users
Compatibility
Web-based interface
Pricing
Free + Paid plans are available starting from $10/month
Who is best for using Surmount?
- Retail Investors: Build customized, AI investment strategies to automate and optimize their portfolio performance.
- Institutional Investors: Use advanced features like backtesting and AI-driven strategy recommendations to manage large, complex portfolios efficiently.
- Beginners: Leverage pre-built expert strategies and AI recommendations for easy, hands-off investing without needing deep market knowledge.
- Advanced Traders: Take full control with customizable, backtesting, and real-time market data to fine-tune investments.
- Financial Advisors: Implement and monitor personalized investment strategies for clients, using Surmount�s AI-driven tools for better financial planning.
- ETF Enthusiasts: Build and manage diversified exchange-traded funds (ETFs) aligned with financial goals, utilizing Surmount�s easy-to-use ETF builder
AI Strategy Builder
ETF Builder
No-Code & Full-Code Builders
Pre-Built Expert Strategies
Backtesting Tools
24/7 Support
AI-Driven Recommendations
Is Surmount Free?
Yes, Surmount offers a free tier, including Advanced portfolio insights, creating data-driven portfolios, and Paper trading. However, if you are looking for more advanced investment strategy solutions, simply upgrade the plan to the following listed below.
Premium Plan Starting From Just $10/month
- Automate any investment account
- Create investment strategies
- Personalized AI advisor
- Advanced market analysis
Professional Investors Offer Custom Pricing
Everything in Premium Plus�
- Share (and monetize) strategies
- Full access to 20,000+ datapoints
- Build an investment track record
- Access private strategies
Surmount Pros and Cons
Automates investment strategies for smarter decisions and portfolio management.
Offers no-code and full-code options for flexible strategy building.
Ready-to-use strategies designed by professionals for easy investment.
Test strategies using historical data to assess potential performance.
Provides 24/7 customer assistance for all users.
Only accessible through web browsers, there isn�t any offline option.
Advanced features may overwhelm beginners without guidance.
AI recommendations may not always align with investor preferences.
