Turn any investment strategy into fund recommendations

Supports All Account Types:

  • 401(k)
  • HSA (Health Savings Accounts)
  • IRAs, Brokerage Accounts
  • And more!

Get started in 4 simple steps

1.

Register

Create your account in minutes to get started.

Pick a list of Funds

Select from our options or upload your list of funds (401k, 403b, HSA…)
2.

Choose Your Strategy

Choose one of our strategies or create your own.

3.

Implement the result

See how well your chosen strategy fits with your selected funds.
4.

Our service is currently under construction and is set to launch in Q1 2025. People who register now will enjoy three months of free access.

Leave your email below to be among the first to participate in the upcoming beta. 

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