Upturn: Simple Robo-advisor provides a Robo-advisor for stocks and ETFs.
Upturn provides a different approach to robo-advisors. It doesn't manage assets. Instead, with Upturn, a user has complete control to pick stocks/ETFs of their choice to build Robo-portfolios (assisted with Upturn historic performance and rating) and Upturn only provides AI based recommendations to Buy or Sell them (instantly and daily updates).
- US 1000 largest market-cap stocks (Russell 1000 Index stocks) and
- Largest 100+ ETFs
Upturn app doesn't manage your assets, it only provides AI/ML based stock advisories.
Users need to use a brokerage firm of their choice to "Buy" or "Sell" stocks/ETF.
With Upturn, You have full freedom to search and filter your choice of stocks, add as many numbers of stocks you want in a Robo-portfolio or even create as many Robo-portfolios to compare and choose the one you like. Upturn recommendations cater to users' choice of investment durations through personas (i.e., if you want to hold a stock for weeks, months, quarterly or even years)
There are many ways to identifying stocks to Buy or Sell today through Upturn:
b) Top Performers
c) Recent Movers
Robo-portfolios can be built through a screener or a custom Robo-portfolio by browsing through different stocks and looking up their historic recommendations and performance. The Robo-portfolios can be updated any time and you receive notification in updates of Buy/Sell every day for these stocks.
The user can compare different Robo-portfolios by seeing how the Robo-portfolio performed historically based on simulation on the various portfolio metrics.
Top Performers & Recent Movers:
The app updates daily the top performers and recent movers so users who don't want to create Robo-portfolios can just browse through top-performing stocks or recent movers (who had more than 4% increase in the stock price in the last 3 weeks) and identify stocks based on historic performance, Upturn Star rating and Upturn recommendation to consider investing in them.
We use AI technology to give you financial advice so you know when to invest and when to sell your stock. Upturn provides persona-based advisories by churning 50+ proprietary and adaptive AI/ML algorithms in the backend.
This app is for the starting and seasoned investor. It gives you the ability to learn, plan and invest (paper trade or stocks investing simulator) in the stock market and build your own Robo-portfolio. Day trader, swing trader, position trader or Investors all are welcome and are catered through Personas.
Upturn recommendations cater to different personas of a stock trader (personas of some investor could plan to hold a stock for a year also called the persona 'long', while some want to buy and sell a stock within a 'quarter' or a few weeks to a 'month'). Upturn provides recommendations of "Buy" and "Sell" for each supported stock for all different types of personas.
Advisories are updated daily after the market close and after Upturn completes churning the algorithms.
Notifications on stock availability
The portfolios provide notification if any of the stocks within the portfolio have become either a "Buy" or a "Sell" and the user can choose to act on these recommendations earning you precious time.
Stock Market Metrics
Upturn provides a simulated portfolio analysis to show how the portfolio compares to S&P 500 on various metrics, including statistics such as cumulative returns of the portfolio, financial information, annualized return, risk-adjusted returns (Sharpe ratio) amongst others.