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.
| Surmount Review Summary | |
| Performance Score | A+ |
| Strategies Outcomes | Effective and trustworthy outcomes |
| Interface | Easy-to-navigate interface |
| AI Technology |
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| 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
Surmount Key Features
| 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
Pros
- 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.
Cons
- 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.
FAQs
What is a strategy?
A strategy is a data-driven approach that automates investment orders using real-time data and logic connected to your account.
How frequently do strategies trade?
The trading frequency depends on the strategy’s design. Some trade daily, others weekly, or even on set intervals.
Is Surmount secure?
Surmount is completely safe, trusted by thousands of investors, and uses bank-level security. It’s SEC-registered (Quantitative Finance LLC)
