Question: Do you know of a service that lets me link my retirement accounts, including IRAs and 401(k) rollovers, to an automated trading platform?

Composer screenshot thumbnail

Composer

If you're looking for a service to connect your retirement accounts, including IRAs and 401(k) rollovers, to an automated trading system, Composer is a strong contender. Composer uses AI to create and execute trading plans based on your objectives and risk profile. It connects to retirement accounts, including Traditional and Roth IRAs and 401(k) and 403(b) rollovers. You'll get a 1% transfer bonus and no outgoing transfer fees. The service costs $24 per month or $288 per year for unlimited automated trading.

Mezzi screenshot thumbnail

Mezzi

Another strong contender is Mezzi, which consolidates multiple investment accounts into a unified view of your portfolio performance. Mezzi offers AI-driven recommendations to optimize your portfolio, reduce fees and make tax-efficient decisions. It includes personalized portfolio rebalancing, tax optimization and market and portfolio analysis. With two pricing plans, including a free option, Mezzi is easy to use and secure, with your data kept private and not shared with third parties.

Additional AI Projects

Pluto screenshot thumbnail

Pluto

Get instant AI responses to investment questions, backed by real-time market data and intelligent summaries from over 40 sources, to make informed decisions.

Kniru screenshot thumbnail

Kniru

Receive hyper-personalized financial advice and insights on investments, spending, retirement, taxes, and loans tailored to your unique situation.

Investipal screenshot thumbnail

Investipal

Create personalized portfolios with precision AI, reducing risk and gaining insights from successful investors, while ensuring efficient onboarding and compliance.

MyInvestment-AI screenshot thumbnail

MyInvestment-AI

Provides personalized financial plans based on individual goals and risk tolerance, empowering informed investment decisions with AI-driven recommendations.

Quantbase screenshot thumbnail

Quantbase

Invest in high-risk, hedge-fund-like strategies with automated portfolios, transparent decision-making, and low minimums, democratizing access to institutional-grade investments.

RAFA screenshot thumbnail

RAFA

Analyze millions of data points in real-time to uncover hidden risks, identify opportunities, and optimize investment portfolios with personalized AI-driven insights.

AInvest screenshot thumbnail

AInvest

Utilize AI-powered stock screeners, real-time market data, and machine learning-driven portfolio strategies to make informed investment decisions and achieve financial goals.

Kairos Financial screenshot thumbnail

Kairos Financial

Assembles a personalized collection of financial products using AI technology, providing a step-by-step plan to reach long-term wealth and financial goals.

FinChat screenshot thumbnail

FinChat

Combines institutional-quality financial data with advanced analytics and conversational AI to accelerate investment research, providing consistent rigor and detail.

TradeUI screenshot thumbnail

TradeUI

Provides AI-driven trading signals, option flow data, and advanced chart patterns to help traders make informed decisions and stay ahead of the market.

Parthean screenshot thumbnail

Parthean

Automate your finances with AI-powered tools that save, invest, and pay off debt, while providing real-time insights and personalized advice.

SparkTrade screenshot thumbnail

SparkTrade

Receive daily AI-driven stock predictions and scores for over 3,500 US equities, empowering informed investment decisions and portfolio management.

Stock Market GPT screenshot thumbnail

Stock Market GPT

Analyze company balance sheets, sentiment, and candlestick charts to make informed investment decisions with AI-powered insights and trading ideas.

StockInsights screenshot thumbnail

StockInsights

Combines large language models with financial data to provide actionable insights, amplifying investment research and enabling better, faster decision-making.

3Commas screenshot thumbnail

3Commas

Automate trading strategies with smart terminals, bot presets, and signal bots, and monitor performance across 14 major cryptocurrency exchanges in one place.

Alpaca screenshot thumbnail

Alpaca

Provides a single platform for investing, brokerage, custody, and post-trade processing, enabling commission-free stock, options, and crypto trading with advanced strategy support.

Tradetron screenshot thumbnail

Tradetron

Build, backtest, and execute algorithmic trading strategies without coding, leveraging a web-based strategy builder and social trading features for optimal performance.

Tradytics screenshot thumbnail

Tradytics

Unlock Wall Street-grade trading data and insights with AI-driven tools, including real-time options flow, advanced analytics, and trade ideas.

Invxst screenshot thumbnail

Invxst

Unlock informed investment decisions with advanced analytical tools, AI-driven insights, and real-time data, empowering you to cut through market noise.

Keeper screenshot thumbnail

Keeper

Automates tax filing with AI-powered drag-and-drop form upload, expert review, and connections to 20,000+ financial institutions for maximum deductions.

Soon screenshot thumbnail

Soon

Automate cryptocurrency investments with customizable auto-buy, auto-sell, and auto-pilot options, streamlining portfolio creation and tax management across multiple exchanges.

Kvants screenshot thumbnail

Kvants

Access a marketplace of AI-driven quantitative trading strategies from top hedge funds, diversifying portfolios with institutional-grade methods.