Invest Smarter
EverWealth gives you the tools to build, test, and deploy investment strategies—so your money works as hard as you do.
No credit card required • Start in 2 minutes
4,500+
Securities tracked
10+ yrs
Historical data
1000s
Backtests run
100%
Free to use
Total Value
$847,293
+12.4% all time
Today
+$2,841
+0.34%
Import holdings from Fidelity, Schwab, E*TRADE, or any brokerage. See your total portfolio value, daily P&L, sector allocation, and performance analytics—all updated with real-time market data.
Build custom trading strategies with our visual rule builder, then simulate them on up to 10 years of historical market data. See exactly how your strategy would have performed through bull runs, crashes, and everything in between.
Return
+142.3%
Sharpe
1.84
Max DD
-18.2%
$245,180
+$34,820 (+16.6%)
Today's Recommendations
RSI oversold + above 200 SMA
DCA schedule + strong momentum
Within target allocation
Deploy your strategy and let EverWealth do the heavy lifting. Every trading day, we evaluate your portfolio against your rules and tell you exactly what to do—buy, sell, or hold. No second-guessing, no emotional decisions.
The biggest destroyer of wealth isn't bad stock picks—it's emotional decision-making. EverWealth replaces gut feelings with rules. You define your strategy once. The system follows it consistently, through every market cycle.
Rule-based signals
Data in, decisions out
No FOMO, no panic
Your rules, every time
Consistent execution
Bull or bear market
Get started
Connect your brokerage or manually add your investments to see your complete portfolio picture.
Build trading strategies with custom rules and test them on years of historical market data.
Deploy your strategy and receive daily buy/sell recommendations based on your rules.
Growth Momentum
by Viplav
Value Hunter
by Alex M.
Dividend Compounder
by Sarah K.
Tech Overweight
by Anonymous
See what top-performing investors are doing. The public leaderboard shows real strategies with real returns. Get inspired, compare approaches, or share your own—anonymously if you prefer.
View LeaderboardBuild unlimited strategies, track unlimited holdings, and access every feature.
No credit card required • Set up in under 2 minutes
Check your portfolio, review recommendations, and track your goals—all from your phone. Native apps for iOS and Android are on the way.
Coming soon on
App Store
Coming soon on
Google Play
EverWealth never has access to your brokerage accounts and cannot execute trades on your behalf. We provide signals—you make every decision. Your portfolio data is encrypted at rest and in transit.
Important: EverWealth is not a broker-dealer, investment adviser, or fiduciary. The platform provides tools for portfolio tracking and strategy analysis. All investment decisions are made by you. Past performance of backtested or live strategies does not guarantee future results. Investing involves risk, including potential loss of principal.