A tool for your
Smart Portfolio

A Personalized Portfolio recommendation system which understands your needs

About us

We are a fintech startup based out of Berkeley, California currently operating from Skydeck UC Berkeley. Our goal is to make investment and trading accessible, easy and transparent to everyone. Our product provides personalized portfolios to the investor based on the risk they are willing to take.

To know your risk aversion score please fill out the customer profile form

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How it works?

Every customer has a unique profile and therefore they can have different risk preference for investments. Out tool can help you find your risk aversion score and investment recommendation based on your profile using three simple steps.

Build your profile

State your expenses, savings etc

Know your risk score

Our model will predict the risk score based on your profile

Get your portfolio

Get a personalized portfolio recomendation

Team

Our People, Our Passion

At our company, we believe that our people are our greatest asset. We're a team of dedicated professionals who share a passion for excellence and a commitment to delivering exceptional results for our clients.