Autopilot for your investments, with you in full control

Get smart suggestions to self-manage your portfolio, for a flat fee and zero commitment.

Autopilot for your investments, with you in full control

How it works

Just link your accounts once and get recommended trades for tax-loss harvesting, rebalancing, and other optimizations.

Link your accounts

We automatically import your brokerage accounts using Plaid. Don’t want to link your accounts? No problem! You can upload statements from your broker as a CSV file, 100% anonymously.

If you are just getting started, you can choose one of our pre-built diversified portfolios. We built these portfolio using Nobel-prize winning research and use low-cost ETFs, across multiple asset classes and sectors. Our portfolios are free for all users.

Get smart, timely suggestions

We monitor your accounts and send you notifications to help you keep your portfolio on track. Get recommended trades for tax-loss harvesting, rebalancing, and other optimizations.

You will never have to set another reminder to check your portfolio. We keep an eye on your accounts 24/7 and send you actionable suggestions when needed.

Execute suggested trades

You’re always in control. If you agree with the suggested trades, you need to execute them at your broker. Otherwise, the system learns your investment style and adjusts future suggestions.


Built for advanced DIY investors



We are compatible with any brokerage, large or small. You can even use the service without linking your accounts with us.


Stay always in control

You own your account, you choose whether to execute a suggested trade or not. We’re just here to make managing your portfolio easier.


Reduce your fees

We charge a small fixed fee, regardless of the size of your assets. Fewer fees help you grow your investments faster.

Get started for free

We believe everyone should have access to our technology to manage their portfolio


Powerful tools to get you started:

  • Monitor a single taxable account

  • Manually import portfolio using a CSV file

  • Tax-loss harvesting (only for ETFs)

  • Basic annual rebalancing


Everything in the free plan, plus:

  • Unlimited accounts including 401(k)s, IRAs, ESPPs

  • Portfolio optimization using machine learning

  • Tax-loss harvesting for ETFs & mutual funds

  • Automatic account data and transactions sync

AgentRisk Solutions

Solutions for Personal Finances, Advisors, and DIY Investors

AgentRisk Lite

Autopilot for your investments, with you in full control

Be your own robo-advisor with our completely free solution for DIY investors.

Learn More
AgentRisk Together

Worried about your investment portfolio? We're here for you.

Get a personalized, 1-on-1 review of your portfolio with our investment team.

Learn More
AgentRisk Wealth

Wealth Management for entrepreneurs

AgentRisk helps entrepreneurs manage their wealth using proven investment strategies and a white glove service.

Learn More

Sign up for our newsletter

Stay up to date with new product features, blog posts, free tools, and other news from AgentRisk.

We care about the protection of your data. Read our Privacy Policy.