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I’ve been looking for something like this. Will check this out. A few questions: 1. Are you guys registered financial advisors 2. Any plans to support robinhood

• whitej125 5y ago
  Yay (so were we!)! re: #1 - We are not currently an RIA... this is current a SAAS atop of your existing broker. As such, we make it easy for you to construct the portfolio and single-click easy to execute the portfolio... you are still executing though. We needed to see if there was interest in this concept before registering. The SEC has a newish "RIA registration for fintech apps" category which we are going to pursue. re: #2 - Robinhood yes... actually... we have that but turned it off because the API from RH is technically unofficial (and changes!). TD, IBRK and Alpaca have offically supported external APIs. Only Alpaca supports fractional trades in addition to that... so we started with them since this enabled us to run this on smaller account sizes! Schwab/Fidelity/Vanguard and the major brokers don't have offical APIs yet. Big emphasis on "yet". re: #3 - automatic rebalance. Because we are not an RIA, we need you to execute the rebalance. So, until we are... we'll tell you when it's time and make it single-click easy. After becoming an RIA... yep, can make that happen. re: #4 - TLH... yeah, we can... but its not the magic bullet that the marketing pitches make you think it is. Long convo there :) But implementation wise, yes we could add a TLH option.