Wallace Finance

Wallace Finance

Create custom investment strategies with just a thought.

Wallace is an AI-driven investing platform where investors can create custom investment strategies with just a thought.

Don't like a stock in an ETF? Exclude it. Want to change weights in a market index? Modify them with just a tap. Have an idea for the next big market wave? Create a custom investing strategy with just a thought.

Wallace gives you the power of the Wall Street institutions in the palm of your hand.

Artificial Intelligence · Finance · Investing

Features

AI-drive investment strategy creation
ETF holdings modification
Market index personalization
Active market cap tracking automation
custom news feeds
Dynamic weighting and rebalancing
Strategy sharing and DMing
No minimum account size
Zero subscription fees

Use Cases

Investors who want to exclude stocks while staying diversified
New investors who want to create a personalized strategy
Active traders who want to manage the market on their terms
Investors who want to simplify management of extensive groups of stocks
Anyone with an idea about the next big market wave

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Comments

Matthew Baldwin

Founder, Lawyer, Fintech Enthusiast

We created Wallace to give give everyday investors the power of Wall Street institutional funds. We kept hearing "I don't want XYZ stock in this ETF", or "I wish the Mag 7 wasn't so heavily weighed in this index". Wallace is the solution to those frustrations. Modify ETF holdings, customize market indexes, or create your own strategy with just a thought. All in a simple, easy platform. This has been a major passion project (that I have personally wanted) which turned into an SEC regulated robo-advisory platform, so I'd love to connect and talk with anyone who has questions or just wants to chat!

Upvote Reply

Vic Chen

The idea of creating investment strategies from natural language is compelling. Curious how it handles backtesting — does it pull historical price data for strategy validation? For retail investors who think in thesis form rather than code, this could lower the barrier significantly.

Upvote Reply

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Social Links

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Founder, Lawyer, Fintech Enthu...

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