Introduction

Are you looking to invest but don't want to spend hours glued to market screens? With Surmount, you can set your strategies and let our platform handle the rest. Automated investing isn't just for the pros—it’s for anyone who wants to invest smarter and save time. In this guide, we’ll walk you through how to automate your investments with Surmount, the potential benefits of doing so, and share a real-life example to show how powerful automation can be.

The Benefits of Automation

1. Time-Saving

Automating your investments can help free up valuable time. Instead of manually executing trades and constantly monitoring market conditions, you set your strategy once, and Surmount does the heavy lifting for you. This allows you to focus on other important aspects of your life while your investments continue to work in the background.

2. Emotion-Free Investing

One of the biggest challenges investors face is emotional decision-making. Fear and greed can lead to poor decisions, especially in volatile markets. Surmount’s automation tools are designed to help remove emotions from the equation, allowing your investment strategy to be executed consistently according to the parameters you’ve set. This disciplined approach may contribute to better long-term outcomes.

3. Consistency in Strategy Execution

Human error is a common problem in manual investing. Whether it’s missing a trade due to time constraints or making a hasty decision in response to market noise, these errors can negatively impact your portfolio’s performance. Surmount’s automation seeks to ensure that your strategy is implemented precisely as designed, reducing the potential for human error.

4. Adapting to Market Changes

Markets are dynamic, and your investment strategy may need to adapt to these changes. Surmount’s platform continuously monitors market conditions and can make adjustments as needed. This helps your portfolio remain aligned with your strategy, even as the market shifts, providing you with the potential for optimized investment management.

Getting Started with Surmount

1. Choose Your Investment Strategy

Surmount offers a variety of strategies designed to suit different investment goals and risk tolerances. Whether you’re looking for aggressive growth or steady income, you can find a strategy that aligns with your objectives. For those new to investing, our platform offers pre-built strategies that have been tested over time.

2. Backtest Your Strategy

Before going live, it’s essential to see how your chosen strategy would have performed in the past. Surmount’s platform allows you to backtest your strategy against historical data. This step can provide insights into the potential strengths and weaknesses of your approach, helping you refine your parameters to better align with your goals. Keep in mind, however, that past performance is not indicative of future results.

3. Let the Platform Do the Work

With your strategy and parameters set, you can sit back and let Surmount handle the rest. The platform will automatically execute trades on your behalf, continuously monitor your portfolio, and make adjustments as necessary to help keep your investments aligned with your strategy.

Continuous Monitoring and Adjustments

Even with a set-it-and-forget-it approach, Surmount doesn’t rest. Our platform constantly monitors your investments and the broader market environment. If there are significant changes in the market, Surmount will make the necessary adjustments to help ensure that your portfolio remains on track. This proactive approach aims to minimize risk and capitalize on opportunities as they arise.

Case Study: The Power of Automation in Action

Successful Algorithmic Trading: The Renaissance Technologies Example

While Surmount serves individual investors, it’s important to note that algorithmic trading has also been highly successful on a larger scale. Renaissance Technologies, one of the most successful hedge funds in history, provides a prime example of the potential power of automation in investing.

Renaissance Technologies, founded by mathematician Jim Simons, has been a pioneer in the field of algorithmic trading. The firm’s Medallion Fund, known for its secrecy and significant returns, is almost entirely run by algorithms. By leveraging vast amounts of data and sophisticated mathematical models, Renaissance Technologies has consistently outperformed the market. The Medallion Fund reportedly generated average annual returns of around 66% before fees from 1988 to 2018, which is a remarkable achievement in the world of investing.

This success underscores the potential of algorithmic trading when executed correctly. By automating their investment process, Renaissance Technologies was able to remove human biases, make rapid trading decisions, and consistently exploit small inefficiencies in the market. While individual investors may not have access to the same level of resources, the principles of algorithmic trading can still be applied on a smaller scale with platforms like Surmount.

Conclusion

Investing doesn’t have to be a full-time job. With Surmount, you can automate your portfolio and let our platform work for you, freeing up your time while still working towards your financial goals. Whether you’re a seasoned investor or just starting out, automation can support you in achieving your financial objectives with less effort and more consistency.


The information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. Consult with a financial adviser before making any investment decisions. Past performance does not guarantee future results.