Your AI Investment Advisor

Assistant, advisor, and trading desk in one product

A research assistant retrieves and explains. An advisor has a duty framework and a regulatory relationship with you. A trading desk sends the orders. Historically those were three different relationships, and the advisor in the middle charged an annual percentage of your assets to coordinate them. StockLift collapses the three into one accountable product. It explains your portfolio and, in Advice Mode, advises on it as a registered investment adviser with a fiduciary duty on the advice and places the buy and sell orders you approve in your linked brokerage account.

That matters when you read any output in the app: an analysis is information you can act on with one tap, a recommendation in Advice Mode is advice someone stands behind, and an order is a real instruction you approve before it goes out.

What it analyzes

Once you link supported brokerage accounts, the advisor works from your real holdings rather than a hypothetical portfolio. In Advice Mode, that is what separates a personalized recommendation from a generic one, and it is what a human advisor charged for.

• Holdings and allocation across every account you have linked
• Concentration and overlap, including exposure held inside funds
• A structured pre-trade review through the AI Trade Checker
• Written performance summaries you can read on a weekly rhythm
• Personalized buy and sell recommendations with conviction scores in Advice Mode

How Advice Mode works

Advice Mode is where StockLift acts as your advisor. You complete a short questionnaire about your goals, time horizon, and risk tolerance, and you receive the Form ADV brochure and the investment advisory agreement — the same disclosures a human advisory firm must provide. From then on, StockLift gives you personalized buy and sell recommendations tailored to that profile and to the portfolio it can see, each with a written rationale and a conviction score.

When you approve a recommendation in Advice Mode, StockLift places the order in your linked brokerage account. You review every order before it is placed, and you can decline any recommendation. The advisor does the monitoring, the analysis, and the recommending, and places the orders you approve; your broker executes them, and you keep the final say.

Why a subscription beats an AUM fee

Traditional advisors typically charge a percentage of the assets they manage, every year, in good markets and bad. That fee grows as your portfolio grows, whether or not the advisor did anything that quarter, and over a working lifetime it compounds against you. StockLift charges a flat monthly subscription. The cost of advice stays the same whether you have your first thousand dollars invested or your first million.

A subscription also changes what you get for the money. A human advisor reviews your portfolio when you have a meeting. StockLift reviews it continuously, so drift, overlap, and concentration are caught when they happen rather than at the next annual check-in.

How to get a useful answer out of it

Specific questions produce specific answers. "How am I doing?" invites a summary; "which of my positions moved my equity weight most this quarter?" produces something you can act on. Naming a ticker, a time frame, or an account narrows the advisor to the part of your book you care about.

It also helps to ask the uncomfortable version of the question. Asking what is most concentrated, most correlated, or most likely to be duplicated inside a fund gets you closer to real risk than asking what is performing well — and in Advice Mode, the advisor will tell you what to do about it.

Limits worth taking seriously

Portfolio data can be stale or incomplete if an account connection lapses, so reconnect accounts when the app prompts you. Read the rationale on every recommendation before you approve it; a good advisor explains itself, and you should expect that of an AI one.

Nothing on this website or in the app is a guarantee about future performance. All investing carries the risk of loss, and a well-reasoned recommendation can still lose money. In Advice Mode, what StockLift promises is accountable, personalized, portfolio-aware advice for a flat subscription that, depending on your balance, can cost less than a percentage-of-assets fee — not a market it can control.