Optimize and manage your investment portfolio

The all-in-one financial expertise you need to make the right investment decisions.



Designed to maximize your investments at a low cost


Balanced strategy result by Notifinio

* The Notifinio portfolio is managed by an automated investment robo-advisor running rebalancing using AI technology.
* BUY & HOLD portfolio approach was to buy assets and maintain the same % allocation every day.
** Stock ETF used in the calculations are QQQ(46%) and MTUM(4%)
** Bond ETF used in the calculations is LQD(50%)


Agressive strategy result by Notifinio

* The Notifinio portfolio is managed by an automated investment robo-advisor running rebalancing using AI technology.
* BUY & HOLD portfolio approach was to buy assets and maintain the same % allocation every day.
** Stock ETF used -  VTI (13%), MTUM (21%) ,VTV (14%), QQQ (26%)
** Bond ETF used in the calculations is LQD (26%)


Conservative strategy result by Notifinio

* The Notifinio portfolio is managed by an automated investment robo-advisor running rebalancing using AI technology.
* BUY & HOLD portfolio approach was to buy assets and maintain the same % allocation every day.
** Stock ETF used in the calculations is VTI (16%)
** Bond ETF used in the calculations are AGG (15%), LQD (9%), BND (59%)



Investor checking portfolio

Choose from one of the low-cost, globally diversified portfolios. Want to keep your own portfolio? You can adjust individual asset class weights.


Get rebalance recommendations and apply them on your brokerage account. Only you can access your investment.


This is a moment when power of technology comes into a game. We make sure every dollar is working for you.




Step by step explained


1

Discover things

Determine your investor type, name Investment horizon, and set goals.

2

Build The portfolio

We do the research and optimize strategy for you.

3

Apply some magic

Follow our regular recommendations and update your portfolio.

4

Profit!

Meet your investment goal and count two-digit profit every year.


Frequently Asked Question


Do you manage my money?

No, we don't. You only get the rebalancing/re-investment suggestions to apply. We do not manage directly your investment portfolio.

What is the cost?

After 1 month free trial, it costs you just $14 per year regardless of the number positions you have or value of the portfolio.

Do you have a trial period?

Yes, we do. You have 1-month free trial period without any functionality limitations. Start it today and see how your portfolio grows fast.

What do you get with a subscription?

- Access to our pre-defined & tested portfolio universe

- Create your portfolio and apply our technology to it

- Immediate notification with the suggested changes for your portfolio to meet the investment goal

How can I get help when I need it?

If you can't find the information you were looking, just send an email to hello@notifinio.com

What is the difference between Notifinio and other robo-advisors?

We use technology to recommend a portfolio, automate the investment process and avoid human factor. The main difference lays in the portfolio investment strategy.

Notifinio's main goal is to minimize the loses. That is the moment when you lose most of the hard-gained profit.

What is your investment approach?

It is all about money management. According to multiple kinds of research, your portfolio profitability depends NOT on how your portfolio growth, BUT how you save profits & decrease the loss.

Is there an account minimum?

You can start with a small portfolio as you want. We recommend to have at least $150, so you can buy more than one share.

What is ETF?

Exchange Traded Fund is a bucket of various investment managed by a professional management team. There is a different type of ETF varying from index tracker to leveraged funds. Find out more.