Feature Highlight: Smart Portfolio

What Is Smart Portfolio? (And Why It Could Take the Stress Out of Investing)

Let’s be honest—managing your investments on your own can feel overwhelming. Stocks, bonds, ETFs... what does it all mean? And how do you choose what’s right for you?

Enter: Smart Portfolio, the hands-off, award winning, investing option from Stash.⁷

Think of it like a co-pilot for your financial future

Smart Portfolio is a managed account—meaning our investment team can automatically make decisions for you based on your personalized goals and risk level. You answer a few questions, and Stash builds a diversified portfolio tailored to you. Then it keeps an eye on things, so you don’t have to.

Why go Smart?

Here are a few reasons Smart Portfolio might be the investment tool you've been looking for:

1. It’s built by experts

Smart Portfolio is designed using tried-and-true investing principles, like diversification and long-term growth. It includes a mix of assets—like stocks and bonds—all balanced to match your comfort with risk.⁷

2. It’s completely hands-off

You don’t have to pick stocks, read charts, or track the markets. Smart Portfolio takes care of it all—investing your money automatically, and rebalancing quarterly to stay aligned with your goals.

3. Available from Day One

Smart Portfolio is included in your Stash subscription. That means you can hit the ground running and take advantage of what Smart Portfolio can offer right away.

4. It grows with you

Your portfolio isn’t static. As your goals, income, or risk tolerance change, you can update your settings—and your portfolio adjusts accordingly. It's like a financial strategy that evolves with your life.

5. It’s a great option for beginners

Not sure where to start? That’s okay. Smart Portfolio is perfect if you want to start investing without feeling like you need a finance degree.

The takeaway

Smart Portfolio is all about making investing simple, automatic, and accessible. You don’t have to be a pro to invest—you just have to get started, and we’ll help you grow and learn along the way.

Want to see your money managed smartly and simply?
Check out Smart Portfolio in your Stash app.

Invest with Smart Portfolio.

Try Smart Portfolio and see how it can help your portfolio.

Get Started