Upturn: Instant Robo-advisor description

Upturn's powerful adaptive AI Buy and Sell advisories identify stock upturns early to help you make better trading decisions.

Upturn doesn't manage assets or executes trades for you. It is 'Advisories-Only' Robo-Advisor assisting you to build any number of Robo-Portfolios and providing recommendations to Buy or Sell stocks and ETFs within these Robo-Portfolios.

Over 4500 US stocks and ETFs at NYSE and Nasdaq are currently supported by Upturn.

Upturn provides complete control to pick stocks/ETFs of your choice to build Robo-portfolios (assisted with Upturn historic performance and Upturn star ratings and labels) and Upturn provides AI based advisories to Buy or Sell them which is updated daily after a few hours of market close after Upturn completes churning the algorithms.

Users need to use a brokerage firm of their choice to "Buy" or "Sell" stocks/ETF.

We use AI technology to give you financial advice so you know when to invest and when to sell your stock based on your choices. Upturn provides persona-based advisories by churning 50+ proprietary and adaptive AI/ML algorithms in the backend.

This app is for the starting and seasoned investor. It gives you the ability to learn, plan, and invest (paper trade or stocks investing simulator) in the stock market and build your own Robo-portfolio.

There are many ways to identifying stocks to Buy or Sell today through Upturn:

a) Robo-Portfolios
b) Top Performers
c) Recent Movers
d) My Favorites

Instant Robo-Portfolios:
Create a winning portfolio in a matter of seconds and receive Buy and Sell advice on these stocks from Upturn AI.

Robo-portfolios can also be built through a screener or a custom Robo-portfolio by browsing through different stocks and looking up their historic recommendations and performance.

Add as many numbers of stocks you want in a Robo-portfolio or even create as many Robo-portfolios to compare and choose the one you like.

The Robo-portfolios can be updated any time and you receive notification in updates of Buy/Sell every day for these stocks.

The user can compare different Robo-portfolios by seeing how the Robo-portfolio performed historically based on simulation on the various portfolio metrics and keep the ones you like to receive updates.

Top Performers & Recent Movers:
The app updates daily the list of top performers and recent movers out of 4500+ stocks and ETFs, so users who don't want to create Robo-portfolios can just browse through top-performing stocks or recent movers (who had more than 4% increase in the stock price in the last 3 weeks) to consider investing in them.

Day trader, swing trader, position trader, or Investors all are welcome and are catered through Personas.

Personas for stock investing:
Upturn recommendations cater to different personas of a stock trader (personas of some investor could plan to hold a stock for a year also called the persona 'long', while some want to buy and sell a stock within a 'quarter' or a few weeks to a 'month' ). Upturn provides recommendations of "Buy" and "Sell" for each stock for all different types of personas.

Notifications on recent stock updates:
Notifications will be sent if any of the stocks within these Robo-portfolio have become either a "Buy" or a "Sell"

Simulations and Metrics:
Upturn provides a simulated portfolio analysis to show how the portfolio compares to S&P 500 on various metrics, including statistics such as cumulative returns, annualized return, risk-adjusted returns (Sharpe ratio) amongst others over various periods of time such as 1 month, 3 months, and 1 year and over 2 years.

Upturn membership is a week-to-week subscription and can be canceled anytime online.
There are no long-term contracts or cancellation fees.

Upturn is a US SEC registered Internet Investment Adviser.

Investing in the stock market is inherently risky. For more details on how it works, please visit https://www.upturn.io

Please find Terms of Use at https://www.upturn.io/terms-of-use