Automated investing.
Smart Portfolio is a robo-advisor that gives you a diversified portfolio based on your goals.7 It’s the easy way to invest.
Why 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.
Built for you.
Tell us about yourself.
Don’t know where to start investing? With Smart Portfolio, you’ll automatically get exposure to US bonds and even foreign stocks.
Just add cash.
Turn on auto-invest to build wealth over the long term—without even thinking about it.
Let us handle the rest.
Smart Portfolio will build, monitor and automatically rebalance your investments, taking the time and stress out of investing.
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-investing.
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, and bonds.