Automated portfolio sizing tailored to you

Effortlessly keep your portfolio balanced and aligned with your goals.

Coming to iOS
Coming to Android
9+
Scales in development
40%
More portfolio stability

Vertical's features

Our tools help you adjust your investments to match your goals and risk level, all automatically.

Dynamic risk scales

Adjust portfolio risk tolerances in response to altering market conditions in the Vertical app.

Automatic portfolio sizing

Our flagship offering, automated portfolio sizing automatically resizes investments to match your goals and risk tolerance. It keeps your positions balanced without any extra work from you.

Brokerage support

Connect your personal brokerage account directly to Vertical, ensuring accurate position revisions.

Real-time notifications

Stay updated on all changes made to keep your investments balanced and aligned with your financial goals.

Automatic sizing in
3 simple steps

Get started with our automated sizing quickly and easily with the press of a few buttons.

1

Select a risk scale

Choose a risk scale that matches your investment goals, with options from ultra-conservative to ultra-aggressive.

2

Connect your brokerage

Link your brokerage account in just a few steps to allow Vertical to autonomously manage positions in your portfolio.

3

Watch Vertical manage sizing

Sit back as Vertical automatically resizes and rebalances your portfolio to keep it optimized and up to date with current economic conditions.

Effortless investing starts with Vertical.

Explore our comprehensive suite of efficient, transparent, and dependable portfolio solutions.

Coming to iOS
Coming to Android

Frequently asked questions

Get answers to common questions about how Vertical works and how it can help you manage your portfolio.

How does Vertical resize and rebalance my portfolio?

Vertical uses advanced, algorithm-driven models to resize and rebalance your portfolio based on your selected risk tolerance and investment goals. Our algorithms incorporate techniques inspired by some of the best risk managers on Wall Street, leveraging methods like:
‍
- Mean-Variance Optimization (MVO): Balancing expected returns against portfolio risk to achieve an optimal allocation.
- Monte Carlo Simulations: Running thousands of possible market scenarios to determine the best portfolio adjustments under varying conditions.
- Risk Parity Models: Ensuring that risk is distributed evenly across all positions in your portfolio, regardless of market volatility.
- Factor-Based Analysis: Evaluating individual stock characteristics (like momentum or value) to weigh positions effectively.

By analyzing your portfolio and current market data in real-time, Vertical adjusts position sizes dynamically, ensuring your investments remain balanced, optimized, and aligned with your financial strategy.

Is Vertical suitable for all types of investors?

Absolutely! Vertical is designed for investors at all levels, from beginners to experienced traders. Whether you're a first-time investor looking for a hands-off approach or a seasoned portfolio manager seeking precision and automation, Vertical adapts to your needs. Our platform provides:
‍
- Easy setup and guidance for new investors.
- Advanced tools and features for experienced users to fine-tune their portfolios.
- Adjustable risk scales to cater to diverse investment strategies, from conservative to aggressive.

Vertical is flexible, intuitive, and tailored to help every investor achieve their financial goals.

Do I need prior investing experience to use Vertical?

Not at all. Vertical is built to be simple and intuitive, even for those with no prior investing experience. Here's why:

- Guided Setup: Vertical walks you through connecting your brokerage account and selecting your risk level in just a few steps.
- Automated Adjustments: Our platform handles the complex calculations and rebalancing for you, so you don’t have to.
- Clear Notifications: You’ll always know when and why your portfolio is being adjusted, with easy-to-understand updates.

Vertical empowers beginners to invest confidently while offering advanced features for those who want more control.

What makes Vertical different from other portfolio management tools?

Vertical is the first platform ever created to help retail investors resize their portfolio positions—an essential yet overlooked component of successful investing. While other tools focus primarily on stock picking or portfolio tracking, Vertical's innovative approach brings institutional-grade portfolio sizing to everyone. Here's how:
‍
- Focus on Position Sizing: Vertical helps you determine the right weight for each stock in your portfolio, balancing risk and return.
- Built for Retail Investors: Unlike platforms designed for professional traders or financial advisors, Vertical is tailored specifically for everyday investors.
- Algorithmic Precision: Our advanced algorithms ensure that your portfolio remains optimized, adapting to changing markets and your financial goals.
‍
Vertical isn’t just about managing your investments—it’s about optimizing them for long-term success, no matter your experience level.