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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?
Yes! 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.