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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 Investfly?

Explore Investfly’s automated trading software for screening markets, creating alerts, building strategies, and monitoring accounts across stocks, options, crypto, futures, and forex. Combine visual tools or supported Python with custom indicators, historical backtests, and virtual portfolios. Organize watchlists, configure trading rules, review portfolio activity, and connect an eligible brokerage account.

Media

Media

Integrations Supported

Alpaca
Coinbase
Binance
DEGIRO
Fidelity
Interactive Brokers
Kraken
Python
Robinhood
Stake
TD Bank Merchant Solutions
TradeStation
Webull
Zerodha

Integrations Supported

Alpaca
Coinbase
OANDA
Tradier
tastytrade

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Free
Standard FREE. Premium $69/mo or $49 billed annually. Elite $149/mo or $99 billed annually. 7-day trial.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Surmount AI

Date Founded

2020

Company Website

surmount.ai/

Company Facts

Organization Name

Finverse LLC

Date Founded

2014

Company Location

Columbia, MD, United States

Company Website

www.investfly.com/

Categories and Features

Crypto Trading Bots

Not specified

Stock Trading Bots

Not specified

Categories and Features

AI Trading Bots

Not specified

Algorithmic Trading

Backtesting
Basket Trading
Stock Screener

Stock Screeners

Not specified

Stock Trading Bots

Not specified

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