Your portfolio on autopilot

One system, built around your goals

The AI Portfolio Manager starts with a personalized AI Strategy. You answer a short questionnaire about your goals, time horizon, and risk tolerance in Advice Mode, and StockLift builds a strategy around those answers. Then StockLift manages it for you, based on your goals and preferences, instead of leaving you with a basket and a to-do list.

It is one system rather than two products. The strategy decides what the portfolio should look like, and the manager keeps it there as markets move, as you add money, and as your preferences change. In Advice Mode, that is the work a human advisor used to charge a percentage of your assets for.

Autopilot: AI manages your portfolio automatically

Turn on Autopilot in Advice Mode and StockLift manages your portfolio for you automatically, within the goals and preferences you set. It is for investors who want the portfolio looked after without reviewing every move, and who accept that the manager acts on their behalf.

Autopilot is an opt-in setting under the investment advisory agreement you accept in Advice Mode, and you can change it at any time. Managing automatically does not mean unsupervised: StockLift stays inside the preferences you chose, and the app shows what it did and why.

Copilot: you approve each trade before it is placed

Prefer to stay hands-on? With Copilot in Advice Mode, StockLift recommends each move with a written rationale, you review it, and you approve each trade before StockLift places it. You can decline any recommendation, and your broker executes the orders you approve.

Copilot suits investors who want the analysis and the discipline of an advisor but want the final decision on every trade. Many people start with Copilot to learn how the manager thinks, then switch the setting once they are comfortable.

Your existing account, or a new one

Already invest? Connect your existing brokerage account and let the AI Portfolio Manager manage it in Advice Mode. It works from your real holdings, so recommendations and management reflect what you already own rather than a blank slate.

Just getting started? Open a new account in the app and put your portfolio on autopilot from day one. Either way, the AI Portfolio Manager can manage an existing account, an AI Strategy, or both.

• Manage an existing brokerage account you connect
• Manage an AI Strategy you build in the app
• Manage both together, as one portfolio
• Open a new account in the app if you are just getting started

What it costs and what it cannot promise

Advice Mode is a flat subscription, not a percentage of your assets, so the cost of management stays the same as your portfolio grows. Depending on your balance, that can cost less than a percentage-of-assets fee.

Nothing here guarantees a result. All investing involves risk of loss, and a managed portfolio can still fall in value. AI Strategies on their own are informational and are not personalized investment advice; personalized management requires Advice Mode.