>_ Wallace Finance
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sec-registered investment adviser (ria) offering a mobile and web app to build custom equity portfolios by modifying etf holdings (excluding individual stocks), adjusting index weights, or creating strategies from natural language prompts via "ask wallace" ai. automated rebalancing and active market cap tracking included; brokerage through alpaca securities.
best for
u.s. retail investors seeking full control over portfolio construction without third-party managed funds.
typical workflow position
idea generation→monitoring→execution
key featureAI-powered ETF modification that excludes individual stocks from fund holdings
asset classEquities
functionPortfolio Management, AI Agents
pricingFREE-$$$$$
modelfreemium
added5mo ago
upvotes0
viaweb, mobile
instrumentsStocks, ETFs
regionsNorth America
audienceretail
user baseRetail
pricing
verified Jun 2026
Standard0.25% AUM annually (calculated daily, charged monthly)
Promotional (until June 2026)$0
related tools
all Wallace Finance alternatives →- Rallies: AI Financial Copilot— Provides AI-powered stock research and portfolio analysis through natural language queries, connecting brokerages and bank accounts to track net worth, attribution, diversification, and risk exposure across holdings in one interface.