TOTAL RETURNS: +208.98%
YTD: +18.7%
Stock Portfolio Builder
Build and manage your own stock portfolio based on your preferences and investment goals.
Used by over 13k+ investors
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:
- Complete a short questionnaire to establish your goals, risk tolerance, and timeline.
- Receive a customized portfolio based on your inputs.
- Monitor and adjust your portfolio as needed to stay on track with your goals.
Ready to build your personalized portfolio?
Get StartedSet 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"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.
Get StartedFrequently 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.
Who is this for?
Finlo is for investors who want to compound their wealth over the long term. In the past 10 years, the Finlo portfolio has returned 824% compared to the S&P 500's 170% return.
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.
Contact Us