Protecting Portfolios with Quantitative Intelligence

SmartTrading was founded on a simple belief: every investor deserves access to institutional-grade risk analysis. We combine quantitative finance, artificial intelligence, and real-time market data to give you a clear, actionable picture of your portfolio risk — so you can invest with confidence.

How It Works

Get from raw holdings to optimized risk management in three simple steps.

1

Add Portfolio

Enter your holdings with tickers and position sizes. We support US equities, ETFs, and more. Import manually or connect your brokerage.

2

Analyze Risk

Our engine calculates 10 distinct risk factors for every position, normalizes them on a 1–10 scale, and produces a weighted composite risk score.

3

Optimize

Receive AI-adjusted risk scores, optimized stop-loss levels, and data-driven analysis to help understand and manage downside exposure.

Our Technology

Built on a foundation of rigorous quantitative methods, enhanced by modern AI.

Quantitative Analysis

Statistical models calculate beta, volatility, drawdown, correlation, and more using proven financial mathematics.

AI-Powered Insights

GPT-4o analyzes market context, news sentiment, and qualitative factors to refine algorithmic risk scores.

Real-Time Data

Live market feeds ensure your risk scores reflect current prices, volumes, and market conditions — not stale data.

Risk Optimization

ATR-based stop-loss optimization with portfolio-level constraints ensures no single position can sink your portfolio.

Our Team

A multidisciplinary team combining finance, engineering, and data science.

Alex Chen

CEO & Co-Founder

Former quantitative analyst at a top-tier hedge fund. 10+ years in systematic trading and risk management.

Sarah Mitchell

CTO & Co-Founder

Full-stack engineer with a background in distributed systems and real-time data pipelines. Previously at a major fintech.

Dr. Michael Torres

Head of Research

PhD in Financial Mathematics. Published researcher in portfolio optimization and factor modeling.