>_ alternatives to Surmount
14 portfolio management tools that do a similar job to Surmount, with the facts side-by-side.
the tool you're replacing
Surmount— Automates personalized multi-asset investment strategies using AI-built or user-created portfolios connected to existing brokerage accounts
Multi-assetPortfolio Management$-$$· AI agents build and automate custom investment strategies without coding
- ScalarField— Provides AI agents that research, backtest, and execute trades across equities, options, prediction markets, and tokenized assets with brokerage integration.Multi-assetAI AgentsFREE-$$$· AI agents that autonomously research and execute trades 24/7 across multiple venues
- TrueTrader— Deploys AI trading agents that execute continuously across crypto, equities, and commodities with user-defined risk controls and command-line oversight via messaging apps
- AlphaPilot— AI Strategy Engine that turns AI-assisted research into structured trading strategies with explicit triggers and invalidation conditions, then auto-monitors them 24/7 across crypto and US equities.Multi-assetAI AgentsFREE-$$$· Turns trading theses into auto-monitored strategies with triggers, invalidation, and live alerts
- OpenAlice— Provides an open-source AI trading agent that executes trades across equities, crypto, forex, options, futures, and ETFs using a git-style workflow with local deployment and manual approval gates.Multi-assetAI AgentsFREE· git-style trading workflow (stage, commit, push) with approval gates before execution
- Alva— Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent executionMulti-assetAI AgentsFREE-$$· AI agent that turns ideas into executable, auto-refreshing investing playbooks
- DeepExa— Provides continuous agentic AI research that executes user-assigned research objectives autonomously over time.
- DeepVest— AI portfolio-intelligence platform for financial advisors and RIAs — turns prospect statements into client-ready proposals, runs portfolio backtests, scenario/what-if analysis, and tax optimization, with full audit trails for SEC compliance.Multi-assetPortfolio Management$$$-CALL· Compliance-first AI portfolio analysis with full audit trails — no LLM hallucinations
- Intellectia.AI— Provides AI-generated stock picks, swing trading signals, and automated copy-trading execution to brokerage accounts with real-time portfolio syncing.Multi-assetAI AgentsFREE-$$· AI Stock Picker delivers daily top-5 stock selections at 8 AM ET for intraday trading
- Kavout— Provides AI research agents and quantitative signals for analyzing stocks, ETFs, crypto, and forex across 30+ global markets with institutional-grade factor models.Multi-assetAI AgentsFREE-$$· 7 specialized AI research agents covering technical, fundamental, and sentiment analysis
- Questflow— Operates an AI agent orchestration platform enabling users to build, deploy and monetize autonomous trading agents across prediction markets, DeFi protocols and on-chain venuesMulti-assetAI Agents$?· multi-agent orchestration protocol (MAOP) with built-in wallets and on-chain revenue distribution
- StockAgents— Generates trade blueprints by stress-testing user theses against options flow, fundamental metrics, and historical reactions across 120,000+ assets using multi-agent AI.Multi-assetAI AgentsFREE· deterministic multi-agent AI engine that explains exact reasoning behind each trade
- Xynth— Analyzes 300+ market data sources including options flow, dark pool prints, SEC filings, gamma exposure, and sentiment feeds to generate trade setups with entry and exit levels through conversational AI.Multi-assetResearchFREE-$$$· writes and executes live code to verify trade ideas against real-time market data
- Edge Hound— Generates AI-driven trade ideas with entry points, targets, and thesis for stocks, crypto, forex, and commodities using multi-agent analysis of filings, news, forums, and social sentiment.Multi-assetResearchFREE-$$· agentic AI synthesizes hundreds of data sources into actionable trade ideas
- PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.Multi-assetPortfolio ManagementFREE-$$· SEC-registered AI advisor delivering personalized investment recommendations