Stock Portfolio Builder

Build Your Personalized Stock Portfolio

Tailored to Your Preferences

Create a diversified portfolio based on your specific investment goals and risk tolerance.
Adjust your portfolio as your financial situation changes.

AI-Powered Portfolio Management

Leverage advanced AI to create and manage your portfolio.
Benefit from fully automated portfolio adjustments based on real-time market conditions.

Risk Management Insights

Understand the risk profile of your investments.
Access detailed reports on asset allocation and diversification.

Set your goals and start reaching for them.

Our Stock Portfolio Builder helps you invest for retirement, college, vacations, building long-term wealth, or creating a sustainable income stream. Here's what you get:

A diversified portfolio, tailored to your needs.

Based on your answers about your goals, risk tolerance, and timeline, our Stock Portfolio Builder will provide you a tailored portfolio from more than 80 variations:

51 unique portfolios tailored to your goals, risk tolerance, and timeline.
Constantly monitored and adjusted by our AI technology to keep you on track with your goals.
3 risk profiles ranging from Conservative to Aggressive Growth.

Automatic rebalancing.

Our technology monitors and automatically rebalances your investments to help keep you diversified and on track.

Tax efficiency.

Our automatic tax-loss harvesting can help you offset the taxes on investment gains.

Don't just take our word for it.

"I don't know how your algorithm works, but it has selected some amazing winners in the last six months."

John Lynett, Jr

1 / 4

"Very pleased overall"

- Timothy D Homan

"Good picks"

- Alex L.

"Easy to use"

- Jeff Van Ausdall

"Excellent returns"

- Jim Hadley

Frequently Asked Questions

How does it work?

Finlo offers a high-return portfolio that you can easily copy. The portfolio is updated once a month, and insiders receive an update with the new stock picks before the market opens on the first trading day of the month. The portfolio typically holds ten stocks at a time, and you can use your own broker to place buy and sell orders. The strategy is managed algorithmically, relying on technical analysis to minimize emotional bias and guesswork

How often do I need to update my portfolio?

You will only need to update your portfolio once per month.

Will I need to spend a lot of time on this each month?

Not at all. You only need to take a few minutes each month to update your holdings through your brokerage account.

Does Finlo hold my money?

No, we do not hold your money. You are responsible for purchasing and managing your stock portfolio.

If you can't find an answer to your question here, please contact us and we'll be happy to help you.