Surmount
verifiedPaidsurmount.ai
Automated investing platform letting self-directed investors run AI- and expert-built portfolio strategies on their own brokerage.
What it does
Surmount is an automated investing platform that lets self-directed investors deploy expert-built or AI-generated portfolio strategies without coding. It connects to existing brokerage accounts to execute trades, manage positions, apply defensive measures and handle tax-loss harvesting.
Core features
No-code strategy building from any investment thesis
Automated trade execution and position management
Dozens of prebuilt, data-driven investment strategies
Tax-loss harvesting and built-in defensive measures
Bank-level security connections to major brokers
Best for
→Automating a personal investment thesis without coding
→Diversifying across multiple pre-built strategies
→Connecting an existing brokerage account to automated trading
→Applying downside protection during market drops