Stock Portfolio Builder

Build and manage your own stock portfolio based on your preferences and investment goals.

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.

How Our Stock Portfolio Builder Works:

  1. Complete a short questionnaire to establish your goals, risk tolerance, and timeline.
  2. Receive a customized portfolio based on your inputs.
  3. Monitor and adjust your portfolio as needed to stay on track with your goals.
Stock Portfolio Builder

Ready to build your personalized portfolio?

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.
Stock Portfolio Builder

Automatic rebalancing.

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

Stock Portfolio Builder

Tax efficiency.

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

Stock Portfolio Builder

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

We're ready when you are.

Frequently Asked Questions

How does it work?

Stock Portfolio Builder helps you build and manage your own stock portfolio based on your preferences and investment goals. You can create a diversified portfolio tailored to your specific investment goals and risk tolerance.

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.

Contact Us