New

Meet Ivy, your new
AI portfolio manager.

Meet Ivy, your new AI portfolio manager.

Porfolio management at your fingertips

How it works

Onboarding

  • Risk Tolerance

    Moderate

  • Portfolio Goals

    Passive Income

  • Investing Experience

    Intermediate - Some experience

  • Investment Timeline

    Long-term (10+ years)

  • Annual Income

    $69,300

Onboarding

  • Risk Tolerance

    Moderate

  • Portfolio Goals

    Passive Income

  • Investing Experience

    Intermediate - Some experience

  • Investment Timeline

    Long-term (10+ years)

  • Annual Income

    $69,300

Onboarding

  • Risk Tolerance

    Moderate

  • Portfolio Goals

    Passive Income

  • Investing Experience

    Intermediate - Some experience

  • Investment Timeline

    Long-term (10+ years)

  • Annual Income

    $69,300

Onboarding

Let Ivy get to know you

Ivy walks you through your income, risk profile, and financial goals so she can tailor portfolio management advice specifically to your situation.

Brokerage Connection

Connect your portfolio

Connect multiple brokerage accounts from over twenty five integrations including Wealthsimple, IBKR, Coinbase, and more!

Your Portfolio

Ivy

Your Portfolio

Ivy

Your Portfolio

Ivy

What can I help with?

Whether you want me to rebalance your portfolio or help you decide if a stock fits your investment profile, I’m here to help!

|

Add document

Analyze

research

What can I help with?

Whether you want me to rebalance your portfolio or help you decide if a stock fits your investment profile, I’m here to help!

|

Add document

Analyze

research

What can I help with?

Whether you want me to rebalance your portfolio or help you decide if a stock fits your investment profile, I’m here to help!

|

Add document

Analyze

research

AI Assistant

Ask Ivy anything

Get advice on your portfolio, research stocks, run comparative analysis, and much more. Ivy acts as your personal portfolio manager whenever you need her.

Choose contact methods

Multi channel access

Ivy meets you where you are with email, SMS, phone, and web app support, so you are never confined to an app.

Email

Talk to Ivy over email

SMS

Text back and forth with Ivy

Phone

Call Ivy anytime

Email

Talk to Ivy over email

SMS

Text back and forth with Ivy

Phone

Call Ivy anytime

Email

Talk to Ivy over email

SMS

Text back and forth with Ivy

Phone

Call Ivy anytime

Ivy

Your New AI Portfolio Manager

Pages

Social

Integrations

Ivy

Your New AI Portfolio Manager

Pages

Social

Integrations

Ivy

© 2025 All right reserved

Ivy

© 2025 All right reserved