StockLift

Trade With ConfidenceYour AI Investment Advisor

Meet the AI Portfolio Manager. Connect your existing brokerage account and StockLift can manage it for you based on your goals and preferences, as part of Advice Mode.

StockLift app portfolio dashboard on an iPhone

AI Portfolio Manager

Your portfolio on autopilot

One system, two steps. Build a personalized AI Strategy, then let StockLift manage it for you based on your goals and preferences. The AI Portfolio Manager can manage your existing brokerage account, an AI Strategy, or both, and it is part of Advice Mode.

Autopilot in the StockLift app, where AI manages your portfolio automatically

Autopilot

Let AI manage your portfolio automatically

Turn on Autopilot in Advice Mode and StockLift manages your portfolio for you, placing trades automatically based on your goals and preferences.

Copilot in the StockLift app, where you review and approve each trade before it is placed

Copilot

With Copilot, review and approve each trade before it is placed

Prefer to stay hands-on? With Copilot in Advice Mode, you review and approve each trade before StockLift places it. Your broker executes the orders you approve.

  • Already invest? Connect your existing brokerage account and let the AI Portfolio Manager manage it.
  • Just getting started? Open a new account in the app and put your portfolio on autopilot from day one.
Put your portfolio on autopilotHow the AI Portfolio Manager works

StockLift operates as a registered investment adviser and, in Advice Mode, owes you a fiduciary duty with respect to its advice, for a flat subscription instead of an AUM fee. AI Strategies on their own are informational and not personalized investment advice.

Invest with clarity—not noise

Bring your portfolio together in one place. StockLift's AI Investment Advisor analyzes what you own and, in Advice Mode, recommends what to buy and sell as a fiduciary and, with Autopilot, manages your portfolio automatically or, with Copilot, places the trades you approve — for a flat subscription instead of a percentage of your assets.

Connect your existing brokerage or open a new account—all while staying in control.

Your investing journey

Everything You Need, Right in the App

Four simple steps from your first link to everyday clarity — built to turn capability into confidence.

Link & trade

Open a new account or connect one you already have. Trade stocks — and let your AI Investment Advisor check every idea against your whole portfolio before you tap buy.

Open in the app

See your whole portfolio

Connect your brokerages and get a clear picture across accounts. Your AI Investment Advisor monitors every holding continuously, so you always know what you hold — and what to do next.

Open in the app

Turn on Advice Mode: Autopilot or Copilot

Turn on Advice Mode for personalized AI buy & sell recommendations given as a fiduciary — then let Autopilot manage your portfolio automatically. Or use Copilot to review and approve each trade before StockLift places it. Prefer a human touch? StockLift's licensed advisors are in the app too, no Advice Mode required.

Open in the app

Stay current on the market

Follow a living newsfeed of market stories, congressional trades, and community posts — so you never miss the signal in the noise.

Open in the app

Just launched

Build a Diversified AI Strategy in Seconds

Share your themes, style, and budget in a short questionnaire. StockLift AI assembles a diversified stock basket for you — no ticker picking required. Discover strategies from the community, share your own, and buy through your linked brokerage when you’re ready. You review every order in the basket before StockLift places it.

AI Strategies Discover feed in the StockLift app showing public community strategies
Discover strategies built by the community
AI Strategy detail in the StockLift app showing holdings, key stats, and a buy button
Review every holding before you buy

AI Strategies are for informational purposes only and are not personalized investment advice.

Build your first AI Strategy

A fiduciary advisor for a subscription

Your AI Investment Advisor — Not an AUM Fee

Everything a traditional financial advisor did, for a small monthly subscription instead of a percentage of your assets. Complete a short questionnaire and disclosures to unlock Advice Mode — personalized buy & sell recommendations tailored to your goals, risk tolerance, and portfolio, given as a fiduciary. With Autopilot, StockLift manages your portfolio automatically; with Copilot, StockLift places the orders you approve. Your broker executes the orders. Want a human in the loop? StockLift's licensed advisors can answer a question, book a consultation, or prepare a financial plan in the app, no Advice Mode required.

Strategies tab in the StockLift app showing Advice Mode, AI Strategies, AI Buy and Sell Recommendations, and advisor options
Advice Mode, AI Strategies & advisors in one place
Advice Mode enabled in the StockLift app with personalized recommendations turned on
Turn on Advice Mode for fiduciary AI advice
AI buy recommendations in the StockLift app with conviction scores and rationale for each idea
Buy & sell recommendations with conviction scores
Get personalized advice in Advice Mode

Your Advisor, Working Around the Clock

Deep reports, instant chat, and continuous monitoring — so you see risk sooner, trade smarter, and stay in control. Download the app and put an AI Investment Advisor in your pocket.

Growth projections chart in the StockLift app

Growth Projections

Model future portfolio growth with institutional-grade AI — plan with confidence.

Geography and sector breakdown in the StockLift app

Geography & Sector Breakdown

Deep-dive into allocations across geographies and sectors, including funds and ETFs.

Tax optimization screen in the StockLift app

Tax Optimization

See how AI can help optimize your portfolio with taxes in mind.

Your Next Financial Milestone Starts Here

StockLift app performance and allocation screens

Plan Your Next Investment

Unsure what to buy next — or whether to rebalance? Review performance, allocations, and projections, then move with clarity. StockLift brings institutional-grade AI and tools to everyday investing.

StockLift app financial planning screens

Build a New Financial Plan

Aiming for a big milestone? Your AI Investment Advisor sees what you have across holdings and, in Advice Mode, recommends the moves that get you there and places the trades you approve — so you can make it happen.

Practice risk-free

Test that million-dollar idea without risk. StockSim is StockLift’s paper-trading competition — add and remove holdings, compare to the S&P 500, and see how other strategies are playing out.

StockSim paper trading competition promotional artwork

Try the ultimate investing test run today

Compete now

Ready to invest with more clarity?

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Get in Touch

We’d love to hear from you.

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