94 strategies match
· Hover a number for its exact definition. Basis chips show what each figure is based on.
| Types | Basis | Compare | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Atlas Global Balanced 60/40 StrategyInteractive Advisors | Interactive Advisors | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.8% | $20k | 2 | 8.3% | 5.4% | 0.54 | -5.9% | 73% | ||
Atlas Global Defensive Equity (Bear-Market Avoidance)Interactive Advisors | Interactive Advisors | Model portfolio, Tactical allocation, International equities +3 | 0.8% | $20k | 2 | 14.0% | 8.3% | 0.82 | -8.8% | 73% | ||
Autopilot Basic Tier Trade-Mirroring (No Rebalancing)Autopilot Advisers | Form ADV brochure | Copy trading, Model portfolio, Rules-based algorithmic | 0.0% | $500 | — | — | — | — | — | 36% | ||
Autopilot Pilot Marketplace and Third-Party RIA ModelsAutopilot Advisers | Form ADV brochure | Model portfolio, Manager discretionary | — | — | — | — | — | — | — | 9% | ||
Autopilot Premium Tier Trade-Mirroring with AutoTradeAutopilot Advisers | Form ADV brochure | Copy trading, Model portfolio, Rules-based algorithmic | — | $500 | — | — | — | — | — | 27% | ||
Autopilot Proprietary Model PortfoliosAutopilot Advisers | Form ADV brochure | Model portfolio, Rules-based algorithmic, US equities +1 | — | $500 | — | — | — | — | — | 18% | ||
Autopilot TPAM Portfolios for Other RIAs' ClientsAutopilot Advisers | Form ADV brochure | Model portfolio, Rules-based algorithmic | — | — | — | — | — | — | — | 9% | ||
Bitcoin and AI Chips with Income FundsComposer Technologies | Composer | User-built, Model portfolio, Crypto +5 | — | — | — | 37.7% | 51.9% | 1.01 | -45.9% | 60% | ||
Bogleheads Three-Fund PortfolioQuantbase | Quantbase | Model portfolio, Strategic asset allocation, Buy and hold +5 | 1.0% | — | 2.58 | 8.3% | — | 1.04 | -14.1% | 82% | ||
Classic Aggressive Allocation (IRA)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 5 | 19.9% | 10.1% | — | — | 73% | ||
Classic Aggressive Allocation (Taxable)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 5 | 22.8% | 10.5% | — | — | 73% | ||
Classic Conservative Allocation (IRA)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 1 | 5.0% | 0.5% | — | — | 73% | ||
Classic Conservative Allocation (Taxable)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 1 | 4.2% | 0.9% | — | — | 73% | ||
Classic Moderate Allocation (IRA)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +3 | 0.3% | $50 | 3 | 14.7% | 6.5% | — | — | 73% | ||
Classic Moderate Allocation (Taxable)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +3 | 0.3% | $50 | 3 | 16.3% | 6.9% | — | — | 73% | ||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 4 | 17.8% | 8.4% | — | — | 73% | |||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 4 | 19.5% | 8.7% | — | — | 73% | |||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 2 | 10.1% | 3.6% | — | — | 73% | |||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 2 | 10.0% | 4.0% | — | — | 73% | |||
Classic+Alternatives Aggressive (IRA)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 5 | 19.4% | 9.5% | — | — | 73% | ||
Classic+Alternatives Aggressive (Taxable)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 5 | 22.3% | 11.0% | — | — | 73% | ||
Classic+Alternatives Conservative (IRA)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 1 | 6.9% | 7.1% | — | — | 73% | ||
Classic+Alternatives Conservative (Taxable)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 1 | 5.2% | 4.6% | — | — | 73% | ||
Classic+Alternatives Moderate (IRA)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 3 | 15.4% | 11.2% | — | — | 73% | ||
Classic+Alternatives Moderate (Taxable)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 3 | 16.8% | 9.8% | — | — | 73% | ||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 4 | 18.6% | 12.5% | — | — | 73% | |||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 4 | 20.7% | 11.3% | — | — | 73% | |||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 2 | 10.5% | 8.6% | — | — | 73% | |||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 2 | 10.3% | 7.9% | — | — | 73% | |||
Composer Client-Editable Custom Model PortfoliosComposer Technologies | Form ADV brochure | User-built, Model portfolio, Rules-based algorithmic | — | $50 | — | — | — | — | — | 18% | ||
Composer Curated Algorithmic Model PortfoliosComposer Technologies | Form ADV brochure | Model portfolio, Rules-based algorithmic, AI / ML-driven +3 | — | $50 | — | — | — | — | — | 27% | ||
Composer Free Paper-Trading Trial ModelsComposer Technologies | Form ADV brochure | User-built, Model portfolio, Rules-based algorithmic | — | $0 | — | — | — | — | — | 18% | ||
Growth & Safety S&P 500/Nasdaq ETF TimingInteractive Advisors | Interactive Advisors | Model portfolio, Manager discretionary, Tactical allocation +5 | 0.8% | $5,000 | 3 | 10.4% | 9.9% | 0.54 | -7.0% | 64% | ||
Interactive Advisors Risk-Targeted ETF Asset AllocationInteractive Advisors | Form ADV brochure | Model portfolio, Strategic asset allocation, Multi-asset +1 | 0.2% | $100 | — | — | — | — | — | 36% | ||
Leveraged All Weather PortfolioQuantbase | Quantbase | Model portfolio, Strategic asset allocation, Risk parity / all-weather +5 | 1.0% | — | 3.90 | -17.1% | — | 0.23 | -32.2% | 82% | ||
Leveraged Nasdaq and Bonds PortfolioQuantbase | Quantbase | Model portfolio, Strategic asset allocation, Leveraged ETFs +5 | 1.0% | — | 3.63 | -21.2% | — | 0.38 | -32.8% | 82% | ||
| Quantbase | Model portfolio, Strategic asset allocation, Leveraged ETFs +5 | 1.0% | — | 3.33 | -7.9% | — | 0.43 | -24.5% | 82% | |||
Ray Dalio All Weather PortfolioQuantbase | Quantbase | Model portfolio, Strategic asset allocation, Risk parity / all-weather +5 | 1.0% | — | 2.09 | -1.9% | — | 0.56 | -11.2% | 82% | ||
Robinhood Smart Income Model PortfoliosRobinhood Asset Management | Form ADV brochure | Model portfolio, Manager discretionary, Income / dividends +1 | 0.3% | — | — | — | — | — | — | 27% | ||
Robinhood Strategies Core Factor Model PortfoliosRobinhood Asset Management | Form ADV brochure | Model portfolio, Manager discretionary, Factor / smart beta +2 | 0.3% | $50 | — | — | — | — | — | 36% | ||
Schwab Asset Management Models on MMCCharles Schwab & Co. | Form ADV brochure | Model portfolio, Multi-asset | — | $0 | — | — | — | — | — | 18% | ||
Schwab Intelligent Portfolios (Robo)Charles Schwab & Co. | Form ADV brochure | Model portfolio, Strategic asset allocation, Multi-asset +2 | — | $5,000 | — | — | — | — | — | 27% | ||
Schwab MMC Manager-Customized ModelsCharles Schwab & Co. | Form ADV brochure | Model portfolio, Manager discretionary, Multi-asset | — | — | — | — | — | — | — | 9% | ||
Schwab MMC Third-Party Models (No Strategist Fee)Charles Schwab & Co. | Form ADV brochure | Model portfolio, Multi-asset | — | $0 | — | — | — | — | — | 18% | ||
Schwab MMC Third-Party Models (Strategist Fee)Charles Schwab & Co. | Form ADV brochure | Model portfolio, Multi-asset | — | $0 | — | — | — | — | — | 18% | ||
Schwab SMP-ETF Aggressive Growth PortfolioCharles Schwab & Co. | Form ADV brochure | Manager discretionary, Model portfolio, US equities +3 | — | $25k | — | — | — | — | — | 27% | ||
Schwab SMP-ETF Balanced PortfolioCharles Schwab & Co. | Form ADV brochure | Manager discretionary, Model portfolio, Multi-asset +1 | — | $25k | — | — | — | — | — | 27% | ||
Schwab SMP-ETF Balanced With Growth PortfolioCharles Schwab & Co. | Form ADV brochure | Manager discretionary, Model portfolio, Multi-asset +2 | — | $25k | — | — | — | — | — | 27% | ||
Schwab SMP-ETF Conservative PortfolioCharles Schwab & Co. | Form ADV brochure | Manager discretionary, Model portfolio, Multi-asset +3 | — | $25k | — | — | — | — | — | 27% | ||
Schwab SMP-ETF Growth PortfolioCharles Schwab & Co. | Form ADV brochure | Manager discretionary, Model portfolio, Multi-asset +3 | — | $25k | — | — | — | — | — | 27% |
Interactive Advisors
Interactive Advisors
Autopilot Advisers · Form ADV brochure
Autopilot Advisers · Form ADV brochure
Autopilot Advisers · Form ADV brochure
Autopilot Advisers · Form ADV brochure
Autopilot Advisers · Form ADV brochure
Composer Technologies · Composer
Quantbase
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
Composer Technologies · Form ADV brochure
Composer Technologies · Form ADV brochure
Composer Technologies · Form ADV brochure
Interactive Advisors
Interactive Advisors · Form ADV brochure
Quantbase
Quantbase
Quantbase
Robinhood Asset Management · Form ADV brochure
Robinhood Asset Management · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
