Create personalized investment strategies in the blink of an eye
Wallace empowers you to design custom investment strategies simply by thinking about them. With our patented AI-driven allocation and execution system, you manage the market your way. Don’t like a stock in an ETF? Exclude it. Frustrated by the dominance of the 7 giants in a stock index? Adjust it with a gesture. Got an idea for the next big trend? Create a custom strategy in an instant. Take full control of the market with Wallace.
For new investors, Wallace enables the creation of custom investment strategies without needing extensive market knowledge. For example, a user can exclude specific companies they don't want to invest in from a broad ETF, tailoring their portfolio to their ethical or personal preferences.
For active traders, Wallace allows for the precise modification of market indexes to reflect specific market views. For instance, a trader can reduce the weight of a dominant tech company in an index to mitigate its influence on their portfolio's performance.
For trend-focused investors, Wallace facilitates the rapid development of investment strategies based on emerging market opportunities. An example would be creating a custom strategy to capitalize on a predicted shift in renewable energy, by selecting and weighting relevant companies.
For ethical investors, Wallace provides the ability to customize ETF holdings by excluding specific companies. This allows an investor to build a diversified portfolio that aligns with their values, such as removing companies involved in fossil fuels from an energy sector ETF.
Wallace offers zero subscription fees and no account minimums. Brokerage services are provided through Alpaca Securities, LLC, and while trading is commission-free, relevant SEC & FINRA fees may apply.
Wallace itself does not have subscription fees or account minimums. However, standard SEC & FINRA fees may apply to trades executed through their brokerage partner, Alpaca Securities, LLC.
Wallace is available as an iPhone app requiring iOS 16.6 or later. It also has a macOS version requiring macOS 13.5 or later and an Apple M1 chip or later, as well as an Apple Vision app requiring visionOS 1.0 or later.
Wallace Finance Co. is an SEC registered investment adviser. Brokerage services are provided by Alpaca Securities, LLC, which is an SEC-registered broker-dealer and member FINRA/SIPC, offering protection for securities up to $500,000. The app collects financial info, contact info, user content, identifiers, and usage data, with privacy practices detailed in their policy.
Wallace's algorithms rely on historical data and statistical models, which may not account for unprecedented market conditions or unexpected events. While the technology can process data quickly, it lacks the nuanced judgment of human professionals and is dependent on underlying software and hardware infrastructure, which could be subject to malfunctions or cyberattacks.
Yes, Wallace allows you to customize your investment strategies by excluding specific companies from ETFs or adjusting the weighting of companies within indexes. This gives you more control over your portfolio's composition.
Ask Wallace is a patent-pending AI Strategy Builder that allows users to create custom investing strategies based on their ideas. The app then handles the execution of these strategies.
We're still verifying the official pricing for Wallace. In the meantime, the most up-to-date plans and prices are available directly on the publisher's website.
Are you the publisher of this tool? to edit this information.
Suggested comparisons in the same category
Or pick another tool
Be the first to leave a review (no signup required)
No reviews yet.
Be the first to share your opinion!
This space lets you connect with other users of the tool: ask questions, share tips and your experience to move forward together.
finances
QuadPulse
FreemiumAI-powered Forex trading agents with built-in risk control
Zenfinance
PaidThe smarter way to manage your business finances
Cointester
FreemiumBuild and backtest crypto trading strategies with no-code on 5 years of data.
StatCanvas AI
FreemiumTransform your bank statements into clear visual summaries with AI
PitchCraft AI
FreemiumComplete business plan and investor pitch in 30 seconds with AI
TaxChatAI
FreemiumMake Big Four-level tax advice accessible to everyone!
CPZAI
PaidOperating system for systematic trading and investing
MyRateAdvisor.ai
FreeFree AI analyzing your loan offers — no sales pitch
KalshiEdge
PaidAI-powered insights for prediction markets
Jobstock.ai
FreemiumDetect hiring trends before the stock price reacts.
