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What is Surmount AI?

Easily merge all of your investment accounts—covering stocks, cryptocurrencies, and forex—into a unified platform that facilitates smooth management and automation. Explore and evaluate ready-to-use investment strategies that have demonstrated success over time. We handle the intricate details, freeing you to focus on developing, testing, and reaping rewards from your ideas. You have the capability to review your strategy across different timeframes, whether it’s an established model or one you’ve customized, allowing for performance analysis and insightful improvements. Moreover, automatic rebalancing and tax loss harvesting are conducted behind the scenes, providing users with a stress-free experience. This all-encompassing method not only streamlines your investment process but also significantly boosts your chances of achieving success in the financial markets, ultimately leading to a more enriching investment experience.

What is Holderlab?

HolderLab transforms your management of Bitcoin and cryptocurrency portfolios by offering advanced tools such as portfolio optimization, correlation analysis, and a trading bot tailored for rebalancing strategies, enabling users to efficiently handle their crypto assets. The platform also supports backtesting of trading strategies and the exploration of social portfolios, which are crucial for thriving in the crypto market. By analyzing between 5,000 and 50,000 portfolios, HolderLab aims to uncover the most effective cryptocurrency combinations for users. With an efficient frontier tool, investors can pinpoint the best allocation for their crypto investments, enhancing their decision-making processes. Additionally, users have the option to create a customized rebalancing strategy, whether based on a fixed calendar or deviation thresholds, and they can even merge both approaches for improved outcomes. With one of the largest databases of Bitcoin and cryptocurrencies for trading, HolderLab provides thorough market insights that empower users. By leveraging this platform, investors can save over 336 hours annually that would typically be dedicated to manual asset rebalancing, significantly streamlining their investment endeavors. This remarkable efficiency not only boosts potential returns but also frees up time for users to concentrate on other vital elements of their financial plans, ensuring a well-rounded investment experience. Moreover, HolderLab's comprehensive features cater to both novice and experienced investors looking to optimize their cryptocurrency holdings effectively.

Media

Media

Integrations Supported

Binance
Kraken
Alpaca
Bitfinex
Coinbase
DEGIRO
Fidelity
HTX
HitBTC
Interactive Brokers
KuCoin
OKX
Poloniex
Python
Stake
TD Bank Merchant Solutions
TradeStation
Webull
Zerodha

Integrations Supported

Binance
Kraken
Alpaca
Bitfinex
Coinbase
DEGIRO
Fidelity
HTX
HitBTC
Interactive Brokers
KuCoin
OKX
Poloniex
Python
Stake
TD Bank Merchant Solutions
TradeStation
Webull
Zerodha

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$7.99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Surmount AI

Date Founded

2020

Company Website

surmount.ai/

Company Facts

Organization Name

Holderlab.io

Date Founded

2019

Company Location

Estonia

Company Website

holderlab.io/landing/

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