Your AI investing agent, built on your terms.
Set the strategy, connect your accounts, and let the platform handle rebalancing, cash management and drift monitoring. Every trade waits for your approval.
What Your Agent Does
6 capabilities, 1 agent.
Trading Strategies
Set thresholds, timing, and dollar amounts yourself.
Cash Management
Deposits and reinvestment, automated across accounts
Portfolio Automation — "Running continuously."
Rebalancing, tax-loss harvesting, and stop-loss rules you configure. Trades run after your approval.
Data Sources - "More than price."
Uses price and other market data to check your rules.
Indicators
Market signals tracked against your rules.
Risk Management
Limits you set on each strategy.
A Closer Look
How your agent follows your rules.
Beyond the feature list, here's what happens inside each capability.
Trading
Rules-Based
Trading Strategies
Example: "Buy $3,000 of a stock if it falls below a price you choose, scaled in over 3 days." You set the threshold and timing. Illustrative only, not a recommendation.
Guardrails
Limits
Risk Management
Each strategy is configured with limits you set. Your agent is designed to operate within them. Limits do not protect against market losses.
Automation
Monitoring
Portfolio Automation
Drift is detected, potential tax impact is flagged, and a rebalancing trade is proposed for your approval. Each step is logged.
Approval, By Design
Nothing executes without your approval.
Your agent builds the plan. You approve it before anything runs, and you can change or pause your rules at any time.
Getting Started
From setup to live in 3 steps.
No code required. Describe your strategy and, once your accounts are connected and approved, go live.
Create Your Agent
Describe your strategy
Set risk limits and approval rules
Complete the data privacy and security check
Connect Your Accounts
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Broker auth
Grant permissions
Sync balance
Ready to trade
Invest & Optimize
Monitors your rules whenever markets are open
Update your rules and limits anytime.
Every action logged to your activity feed
Security & Compliance
Regulated infrastructure, built for advisor due diligence.
Surmount runs on encrypted, permission-scoped infrastructure. Advisory services are provided by Quantbase, LLC, an SEC-registered investment adviser, and brokerage by Alpaca Securities LLC, member FINRA/SIPC. Every connection is scoped and every permission is logged.
AES-256 Encrypted
Advisory by Quantbase, LLC
Brokerage by Alpaca Securities
Trade-only permissions
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