Automate Your Financial Market Strategies
With cutting-edge AI tools for backtesting, and live trading on the world's leading automated trading platform.
↓ Automate and Grow Your Portfolio
Harmonizing Your Life & Financial Plan
This journey starts by exploring where you are now and what you wish to accomplish, finding the intersection between what matters and what we can control. Beginning with a plan for your life and finances, then diving into ways we can effectively adjust and align your investment strategy with the rest of your goals.
Fundamentals of Investing
The fundamentals and building blocks of this investment philosophy have been established through decades of research and experience. In this chapter, you can explore the foundations of our approach and the principles set to guide your investment strategy.
The Research Behind Portfolio Strategy
This approach involves using research to build a portfolio suited to achieve your unique goals. Learn how stocks, bonds and alternatives each play an integral role in this approach called Evidence-Driven Investing™.
The Optimal Mix of Investments
Rooted in financial research, this approach uses systematic, rules-based, and transparent strategies for investment selection. With a comprehensive universe of investment opportunities, see how your advisor builds your portfolio—the vehicles and strategies used to deliver efficient sources of return, diversification and cost-effectiveness.
Your Path to Personalization
At the cornerstone of this strategy stands the ability to apply the best of financial and economic research to your personal situation. Learn how your advisor harnesses rigorous thinking on portfolio design, investment selection, and tax management to create a lasting portfolio specific to your goals.
Managing Your Portfolio
Balancing short-term market challenges with long-term trends can be challenging on your own. Through continuous monitoring, rebalancing and assessing, your advisor provides the guidance and confidence necessary to face both the challenges of market fluctuations and the emotions of investing.
Your Financial Team
Working in conjunction with your advisor, discover how an expansive team is focused on delivering a better end-to-end investment experience. All these professionals are here to support you at every step on your path to financial success.
It Starts with a Single Step
Complexity of coding automated trading strategies is a challenging task. With the rapid growth of AI and tech advancements, strategy creators now have cloud-based AI tools for backtesting and quickly executing strategies to maximize returns. Quantaly empowers strategy creators by allowing them to automate their trading strategies and share them with investors and traders easily, without the need to download clunky algorithmic trading software. Users can now access professional strategy creators’ strategies and automatically use them through a simple referral link.
The QuantlyMarkets community
$50M+
Trading Volume
175k
Live Trades volume
50+
Countries
As of March 31, 2024 Quantaly Markets had $120.3 million of discretionary regulatory assets under management and $151.9 million of non-discretionary regulatory assets under management. In addition, Quantaly Markets provides administrative, bot trading services to $143.6 million of assets managed or advised by the independent firms that hire Quantaly Markets for its services. In the aggregate, the total number of assets under management or administration was $445.8 million.