Automated
investing.
Smart Portfolio is a robo-advisor that gives you a diversified portfolio based on your risk profile. It’s the easy way to invest.
Get startedWhy automate your investing?
Smart Portfolio7 gives you access to a professionally managed account that’s affordable and easy to use. Just switch it on and let us invest for you regularly.
Designed by experts.
The Stash Investment Team designs and builds each portfolio in order to optimize returns based on a user's overall risk level.
Fits your budget.
Smart Portfolio is automatically included in a Stash subscription—that means no management or add-on commission fees.
Track your goals.
Smart Portfolio automatically monitors and manages your investments—our easy-to-use app gives you 24/7 access to your investment portfolio.
In order to be eligible to open a Smart Portfolio, you must be approved from an account verification perspective and open a brokerage account.
Built for you.
1
Tell us about yourself.
What’s your investor style?
Don’t know where to start investing? With Smart Portfolio, you’ll automatically get exposure to US and foreign stocks, bonds, and even crypto.*
2
Just add cash.
Turn on auto-invest to build wealth over the long term—without even thinking about it.
3
Let us handle the rest.
Smart Portfolio will build, monitor and automatically rebalance your investments, taking the time and stress out of investing.
Get startedIn order to be eligible to open a Smart Portfolio, you must be approved from an account verification perspective and open a brokerage account.
The smarter way to invest.
Smart transactions.
Add or remove cash from your portfolio, and we’ll automatically move you closer to your ideal investment mix.7
Auto-recurring investments.
Automatically add funds to your Smart Portfolio on a schedule that works for you.
Dividend reinvestment.
We will automatically reinvest dividends you earn on your investments.
Powered by diversification.
Smart Portfolio builds you a diversified portfolio designed to reduce risk and maximize returns. Unlock broad exposure—according to your risk profile—to US equities, foreign markets, bonds, and crypto.*
*Crypto is relatively new and can be volatile. Investments are Delaware Statutory Trusts and offer indirect exposure to Crypto.
Frequently asked questions
What is automated investing?
Automated investing is a tool that automatically builds an investment portfolio for you. This kind of investing passively manages and makes investments on your behalf.
Stash’s Smart Portfolio gives you a set of diversified investments that align with your risk profile. It then actively monitors and manages the account for you, automatically rebalancing to keep your investments up to date.
What is a robo-advisor?
A robo-advisor is a digital financial advisor that automatically builds and manages your portfolio based on your investment preferences. These algorithm-driven platforms often rely on passive index investing strategies to reduce buying and selling while investing on your behalf. Robo-advisors are built to consider your risk tolerance and financial goals in order to invest with minimal guidance from a human financial advisor for portfolio management.
Why do we provide exposure to crypto?
Stash’s mission is to help everyday Americans build long-term wealth. As part of that mission, Smart Portfolio offers indirect exposure to Bitcoin and Ethereum through trusts. It’s an easy way to develop a diversified portfolio.
