Wallace

What it does

Wallace gives you the power to create custom investment strategies with just a thought. With our powerful patent-pending AI allocation and execution system, you can manage the market your way. Don't like a stock in an ETF? Exclude it. Frustrated with the Mag 7 weighting in a market index? Modify it with a tap. Have an idea for the next big market wave? Create a custom strategy with just a thought. Take back total control of the market with Wallace.

Download Wallace Finance by Wallace Finance Co. on the App Store. See screenshots, ratings and reviews, user tips, and more apps like Wallace Finance.

I’ve really enjoyed using the AI feature to find companies that I never would have heard of otherwise. Great for testing new investing theses quickly and building portfolios from scratch. And also nice to be able to exclude certain companies from long-term investment (“Give me the S&P500 but without weapons manufacturers” for example). Overall really glad I switched from Robinhood to Wallace. I’ve really enjoyed using the AI feature to find companies that I never would have heard of otherwise. Great for testing new investing theses quickly and building portfolios from scratch. And also nice to be able to exclude certain companies from long-term investment (“Give me the S&P500 but without…from apps.apple.com

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