What is Surmount?
Portfolio strategies automated without code.
Who is Surmount best for?
Surmount is best for self-directed investors who want an automated strategy on the brokerage account they have.
Investors with a thesis but no code
The No-Code Strategy Builder turns an investing idea into a portfolio that trades and rebalances on its own rules.
People who keep their current broker
Strategies run on brokerage accounts you already hold, from 1 connected account on Core to unlimited on Pro.
Testing a strategy before real money
Paper trading from the Core plan lets you watch a strategy run on simulated money first.
Quants who want to write their own logic
Pro adds the Code builder and AI Builder next to the no-code tools, with unlimited connected accounts.
How much does Surmount cost?
Surmount has a free plan, and its paid plans cost $5 a month for Surmount Core, $10 for Surmount Plus or $30 for Surmount Pro, with 2 months free when you pay yearly.
- A Surmount investing account; account fees may apply
- Portfolio dashboard and strategy marketplace
- Market screeners and research
- Free strategy templates and paper trading
- Connect and invest with 1 outside account
- One dashboard for outside and Surmount accounts
- Everything in Core
- ETF Builder and No-Code Strategy Builder
- Up to 3 outside accounts
- Everything in Plus
- All builders: No-Code, Code, AI Builder and ETF Builder
- Unlimited connected accounts, including paper accounts
Paying yearly gives you 2 months free: Core is $50, Plus $100 and Pro $300 a year. The Free plan has no subscription fee, but Surmount says brokerage fees apply once you open a Quantbase investing account, and the pricing page does not list them. You can cancel from the billing dashboard at any time; the plan runs to the end of the billing cycle, then live strategies pause. Full pricing on surmount.ai. We checked these prices on .
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What are the best Surmount alternatives?
Two tools on Recaply do Surmount's job.
Questions about Surmount
What is Surmount?
Portfolio strategies automated without code.
Who is Surmount for?
Surmount is best for self-directed investors who want an automated strategy on the brokerage account they have.
Is Surmount free?
Yes, Surmount has a free plan: you can open a Surmount account, track your portfolio, browse the strategy marketplace and use its market screeners. Brokerage fees apply once you open a Quantbase investing account, and connecting outside brokers, paper trading and the strategy builders need a paid plan from $5 a month.
How much does Surmount cost?
Surmount's paid plans are Surmount Core at $5 per month, Surmount Plus at $10 per month and Surmount Pro at $30 per month.
What are the best Surmount alternatives?
The closest alternatives on Recaply are Composer and Supertake.
Where can I try Surmount?
On its official website, surmount.ai.
Is Surmount a broker or an investment adviser?
Neither. Surmount AI Inc. is a technology company and not a registered investment adviser. Advice for Surmount's own investing accounts comes from Quantbase, LLC, its SEC-registered subsidiary, with Alpaca Securities as broker. If you connect your own brokerage account, your money stays with that broker.
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