Simon manages your portfolio of US stocks for you.

Simon Trades scans the market every half hour of the trading day, proposes what to buy and sell, and waits for your approval before anything enters your portfolio.

How it works

Five steps, from your first answers to the trades in your book.

Step 1

Tell Simon your mandate.

Answer a few questions about risk, horizon and capital. They become one of five profiles, from Conservative Income to Maximum Conviction, and set how many names you hold and how much each one can take.

5 risk profiles

Step 2

Simon scans the market.

Every 30 minutes from 9:30 to 16:00 New York time, he reviews the whole US universe, scores each company and builds your first book on day one.

14 scans per trading day

Step 3

He proposes. You approve.

After the first book, every buy and sell arrives as a proposal in your queue. Nothing enters or leaves your portfolio without your yes, and a proposal you do not answer expires at the close.

Every trade needs your approval

Step 4

Simon explains every proposal.

Simon is your portfolio’s assistant. He shows the facts behind each proposal, such as trend, momentum, order size, weight in the book and the cash left after, and answers your questions in the chat.

Facts, not opinions

Step 5

Follow your results without tricks.

Your portfolio page shows positions, moves and performance: Simon’s return against the S&P 500, your own return weighted by your deposits, and reports in PDF and Excel.

2 returns, 1 benchmark

Open your portfolio.

Set up a portfolio in minutes and let Simon build the first book.

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