kitio.aiAdded Oct 29, 2026
Surmount
FreemiumAutomated investing with data-driven strategies and an AI strategy builder
What is Surmount?
Surmount is an automated investing platform for self-directed investors. You can browse strategies built by professionals, build your own with no-code, code, ETF or AI builders, and run them on your existing brokerage accounts or a Surmount account. It handles trade execution and position management.
Strategies can use thousands of datapoints, and the platform lists automated order execution, tax harvesting and defensive measures. Paper trading lets you test ideas before putting money in, and a dashboard combines external and Surmount accounts.
Plans are tiered by builders and connected accounts. Core adds free strategy templates, paper trading and one external account, Plus adds the no-code builders and up to three accounts, and Pro opens all builders including code and AI, with unlimited accounts. Investing carries risk and the site is not financial advice.
Features
- Strategy marketplace
- No-code and code builders
- AI strategy builder
- Paper trading
- Automated trade execution
- Tax harvesting
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Releases
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Organization
Surmount
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Freemium
- Paid options from
- Not listed
Surmount plans
Core
$5/mo
- Free strategy templates
- Paper trading
- 1 external account
Plus
$10/mo
- No-code strategy builders
- Up to 3 external accounts
Pro
$30/mo
- All builders including AI and code
- Unlimited connected accounts
Prices in USD, checked Oct 29, 2026. Plans change often, so confirm on the Surmount site.Official pricing
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Pros and cons
Pros
- Works with your existing brokerage accounts
- Paper trading to test strategies
- Several ways to build a strategy
Cons
- AI and code builders need the Pro plan
- Investing involves risk of loss
- Free tier details are limited
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Q&A
What is Surmount?
Surmount is an automated investing platform for self-directed investors. You can browse strategies built by professionals, build your own with no-code, code, ETF or AI builders, and run them on your existing brokerage accounts or a Surmount account. It handles trade execution and position management.
Can I test a strategy without money?
Yes. Paper trading is available from the Core plan so you can test ideas before investing.
How much does Surmount cost?
Surmount is freemium.
Is there a free version of Surmount?
Yes. Surmount has a free plan, and paid plans add more usage and features.
What are the main features of Surmount?
Strategy marketplace, No-code and code builders, AI strategy builder, Paper trading, Automated trade execution, Tax harvesting.
Who makes Surmount?
Surmount is made by Surmount.
What are the best alternatives to Surmount?
Popular alternatives include Intellectia AI, Reflexivity, Fiscal.ai.