Invest with data-driven strategies

Automate your investment accounts using data-driven strategies with transparent track records.

$50M +

$50M +

Assets under administration

Assets under administration

$20M +

$20M +

Volume since launch

Volume since launch

$50M +

Assets under administration

$20M +

Volume since launch

Automate your investments

Automate your investment accounts using data-driven strategies with transparent track records.

$50M +

Assets under administration

$20M +

Volume since launch

$50M +

Assets under administration

$20M +

Volume since launch


Automated Strategies

Carbon Capture & Storage Champions

The Carbon Capture & Storage theme is a focused investment strategy that seeks to capitalize on the growth and innovation within the carbon capture, u..

11.25%

Annual Return

51.8%

Max. Drawdown

70.38%

Total Return

Future of Consumer Tech

The Future of Consumer Tech Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the rapid evolution and growth of..

21.6%

Annual Return

53.81%

Max. Drawdown

150.3%

Total Return

Recession Resistant

Designed to weather economic downturns and provide stability in uncertain times, this strategy focuses on a diversified portfolio of recession-resista..

6.33%

Annual Return

19.6%

Max. Drawdown

35.93%

Total Return

Women CEOs

Introducing the empowering "Women CEOs" thematic strategy — a visionary investment approach that celebrates and champions the rise of women leaders in..

13.31%

Annual Return

21.28%

Max. Drawdown

68.8%

Total Return

Biotech Breakthroughs

Description: The Biotech Breakthroughs Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the latest innovations..

4.9%

Annual Return

27.56%

Max. Drawdown

12.01%

Total Return

Feeless Automotive ETF

The Feeless Automotive ETF investing strategy is an ETF-style approach that holds $TM, $F, $TSLA, and $GM proportional to RSI. This weighting encourag..

27.99%

Annual Return

50.41%

Max. Drawdown

239.5%

Total Return

Fee Free T Rowe US Equity Research Tracker

T. Rowe Price is a Baltimore-based mutual fund provider that has over 1.3T AUM. They focus on personal retirement investing. This is a copy trading bo..

31.5%

Annual Return

52.11%

Max. Drawdown

293.22%

Total Return

AAPL GOOG Arb

AAPL GOOG Arb is a rule-based algorithm that tracks the divergence between $AAPL and $GOOG on the hourly timeframe. Trading logic: The basic idea i..

31.22%

Annual Return

30.25%

Max. Drawdown

327.34%

Total Return

Fee-Free T-Rowe Opportunities Fund Tracker

T. Rowe Price is a Baltimore-based mutual fund provider that has over 1.3T AUM. They focus on personal retirement investing. This is a copy trading bo..

26.52%

Annual Return

43.2%

Max. Drawdown

220.57%

Total Return

Black-Owned Businesses

The Black Owned Businesses strategy is a socially responsible, automated investing approach that buys and holds Black-owned businesses. While the stra..

25.07%

Annual Return

58.18%

Max. Drawdown

206.06%

Total Return

Deep Tech

The Deep Tech Innovators Thematic Investing Strategy is a long-term investment approach designed to leverage the revolutionary advancements in deep te..

24.54%

Annual Return

40.08%

Max. Drawdown

182.85%

Total Return

GLD-Tech Rotation

The GLD Tech Rotation strategy is an algorithmic investment approach that alternates positions between the ProShares UltraPro QQQ ETF (TQQQ) and the S..

23.8%

Annual Return

54.97%

Max. Drawdown

190.76%

Total Return

Green Investing 🌳

The Green Investing Thematic Strategy is a focused investment approach designed to capitalize on the growing global demand for environmentally-friendl..

23.62%

Annual Return

48.41%

Max. Drawdown

188.48%

Total Return

Sustainable Future

The Sustainable Future Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing demand for sustainable sol..

23.37%

Annual Return

39.4%

Max. Drawdown

185.29%

Total Return

Envirotech / Cleantech

The Envirotech / Cleantech strategy is driven by a diverse selection of companies that are at the forefront of environmental transformation. These com..

22.94%

Annual Return

44.95%

Max. Drawdown

180.88%

Total Return

Tesla Short and Long EMA

The TSLA Short & Long EMA strategy uses both short-term (a 10-day EMA) and long-term (a 50-day EMA) price movements of the TSLA stock to generate buy ..

43.52%

Annual Return

57.07%

Max. Drawdown

498.63%

Total Return

FAANG Insider Trading

The FAANG Insider Trading investing strategy focuses on leveraging information about stock purchases or sales by insiders within some of the most prom..

21%

Annual Return

40.91%

Max. Drawdown

157.02%

Total Return

Next-Gen Data Infrastructure

The Next-Gen Data Infrastructure Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing demand for advan..

20.79%

Annual Return

35.65%

Max. Drawdown

145.11%

Total Return

Nanotechnology Innovators

The Nanotechnology Innovators Strategy is designed to capture the potential growth and advancements in the field of nanotechnology through investing ..

20.33%

Annual Return

28.23%

Max. Drawdown

152.06%

Total Return

Betting on Profits: Casino, Sports Betting, & Gaming

This strategy focuses on capitalizing on the potential growth and profitability within the casino, sports betting, and gaming industry. By strategical..

19.31%

Annual Return

74.3%

Max. Drawdown

136.93%

Total Return

Fee Free T Rowe Dividend Growth Tracker

T. Rowe Price is a Baltimore-based mutual fund provider that has over 1.3T AUM. They focus on personal retirement investing. This is a copy trading bo..

15.88%

Annual Return

24.6%

Max. Drawdown

107.45%

Total Return

KO-PEP Arbitrage

KO-PEP Arbitrage is a rule-based algorithm that tracks the divergence between $KO and $PEP on the daily timeframe. Trading logic: The basic idea is th..

14.8%

Annual Return

33.6%

Max. Drawdown

99.43%

Total Return

Robotics & Automation Advancements

The Robotics & Automation Advancements Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing adoption o..

14.74%

Annual Return

41.91%

Max. Drawdown

98.77%

Total Return

TQQQ-SPY Midday Reversal

Buy TQQQ midday and sell end of day when there is a dip. Hold SPY with any remaining capital...

14.74%

Annual Return

16.52%

Max. Drawdown

108.49%

Total Return

Climate Adaption & Resilience

This strategy aims to address the challenges posed by climate change and capitalize on opportunities arising from the transition to a more sustainable..

13.41%

Annual Return

37.74%

Max. Drawdown

87.64%

Total Return

RSI-Weighted ETFs

Forward-looking investment approach that relies on the Relative Strength Index (RSI) to inform its asset allocation decisions. Allocates investments i..

12.36%

Annual Return

30.66%

Max. Drawdown

78.11%

Total Return

Creative Disruption: Investing in Innovative Ideas

The Creative Disruption: Investing in Innovative Ideas strategy aims to capture the potential growth and value creation driven by disruptive technolog..

10.42%

Annual Return

41.6%

Max. Drawdown

64.13%

Total Return

Genomics & Precision Medicine

The Genomics and Precision Medicine Thematic Strategy is a long-term investment strategy designed to capitalize on the advancements and growth potenti..

8.77%

Annual Return

48.94%

Max. Drawdown

49.07%

Total Return

AI Innovators

The Artificial Intelligence Innovators Thematic Strategy is a long-term investment strategy designed to capitalize on the growth and innovation within..

8.7%

Annual Return

49.57%

Max. Drawdown

48.61%

Total Return

AI & IOT

The AI & IoT theme is a targeted investment strategy that aims to capitalize on the growth and innovation within the Artificial Intelligence (AI) and ..

5.44%

Annual Return

49.17%

Max. Drawdown

18.08%

Total Return

$VIRT SPY Volume Correlation

The VIRT-SPY Volume Correlation strategy trades $VIRT based on $SPY trading volume. Specifically, the strategy sells $VIRT when there is a drop in $SP..

4.25%

Annual Return

29.63%

Max. Drawdown

23.02%

Total Return

Global Real Estate Exposure

The Global Real Estate Thematic Investing Strategy is designed to provide long-term capital appreciation by investing in a diversified portfolio of pu..

2.33%

Annual Return

43.13%

Max. Drawdown

12.23%

Total Return

Mean Reversion

The Mean Reversion trading strategy is implemented in the provided Python code within the "main.py" file of the Surmount trading package. This strateg..

11.47%

Annual Return

18.53%

Max. Drawdown

71.18%

Total Return

Boost your portfolio with intelligent investing

Boost your portfolio with intelligent investing

Automate any portfolio using data-driven strategies made by top creators & professional investors. Turn any investment idea into an automated, testable, and sharable strategy.

Automate any portfolio using data-driven strategies made by top creators & professional investors. Turn any investment idea into an automated, testable, and sharable strategy.

Black-Owned Businesses

200.04% Returns Since 2020

Automated approach that buys

and holds black-owned businesses

Apple Google Arbitrage

299.52% Returns Since 2019

A rules-based algorithm that tracks the divergence between $AAPL and $GOOG on the hourly timeframe.

Follow Nancy Pelosi

14% YoY Returns

3Y CAGR

Invest in America’s fastest growing

FMCG Stocks

FAANG Insider Trading

145.48% Return Since 2019

Invest in America’s fastest growing

FMCG Stocks

Tesla Short and Long EMA

506.12% Returns since 2020

Trading strategy using Exponential Moving Averages to find long/short targets for $TSLA

Surmount builds investment products with the objective to help investors approach markets smarter & with less hassle.


Surmount does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security. Investments in securities are subject to risk. Read all related documents before investing. Investors should also consider all risk factors and consult with a financial advisor before investing.

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