Automated investing, simplified.

Let us invest for you with Smart Portfolio. Start with $5.

Open your Smart 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.

Stash smart portfolio investing robo advisor tool.
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Investing but make it personal.

Build wealth your way with Smart Portfolio§, our robo-advisor that invests for you based on your goals. Just add cash and we’ll do the rest.

Unlock your financial future.

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Smart advisors.

The Stash Investment Team^ oversees the selection and allocation of your Smart Mix.

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Smart transactions.

Add or remove cash, and we’ll automatically move you closer to your ideal investment mix.

§This is a Discretionary managed account whereby Stash has full authority to manage according to a specific investment mandate. “Balance” is defined by buying underweight and overweight assets or selling them in correct proportions in an effort to bring you closer to the target allocation appropriate for your risk profile. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal. Stash does not guarantee any level of performance or that any client will avoid losses in the client’s account.

^The Investment Team at Stash built these portfolios with the goal of optimizing risk-adjusted returns. This is achieved by utilizing the diversification benefits highlighted by modern portfolio theory. The portfolios consist of well diversified ETFs that provide clients with broad exposure to the stocks of companies of all sizes across all industries and geographies and bonds of various issuers. The portfolios aim to optimize returns given a user’s overall risk profile.

**Crypto is relatively new and can be volatile. Investments are Delaware Statutory Trusts and offer indirect exposure to Crypto.

Invest in crypto, the Smart way.

We’ve made it easy to get exposure to crypto with Smart Portfolio.

Why crypto? Why now?

Get the real deal from the Stash Investment Team.

Read here
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Build wealth effortlessly.

Instantly get a diversified portfolio when you sign up for Smart Portfolio with our Stash+ or Stash Growth subscriptions. Also bank without hidden fees†, plan for retirement with our IRAs4, and get customized advice every step of the way.

Frequently asked questions

What is automated investing?toggle answer

Stash’s Smart Portfolio automates investing for you by making diversified investments that align with your goals. Stash's Investment Committee researches each fund and creates a personalized portfolio based on your risk level. When you put cash in a Smart Portfolio, it will automatically add money to your Smart Mix.

What is a robo-advisor?toggle answer

A robo-advisor is another way to refer to automated investing—it’s the process of using technology to automatically build and manage a portfolio.

Who should invest in a Smart Portfolio?toggle answer

Beginner or pro, anyone can use a Smart Portfolio for hands-off, stress-free investing.

How does automated investing work?toggle answer

When you open a Smart Portfolio, we use your investing risk level and trusted financial research to build you a custom portfolio mix. All you need to do is add cash and we’ll take it from there. If your portfolio drifts 5% away from its target allocation, we’ll rebalance it quarterly.

Access to a Smart Portfolio is included in Stash Growth and Stash+. Learn about our plans →

How do I set up an automated investment?toggle answer

It’s pretty simple. Answer a few questions about your investment needs and a portfolio is instantly created for you.

How much money do I need to start investing in a Smart Portfolio?toggle answer

A Smart Portfolio can work with any budget—you just need $5 to start.