linkedin

  • img

  • Description

  • Pricing

  • Features

  • Specification

  • Review

  • Compare

  • FAQs

  • Alternatives

  1. Business Software
  2. Financial Management Software
  3. Trading Platforms

  4. Wealthfront

background
Wealthfront logo

gallery View Gallery

Wealthfront

Brand: Wealthfront

Be the first to Reviews

Write a Review

Have Questions?

It is a trading platform designed to automate and optimize your portfolio using trading tools, deep analytics, and automated financial planning. Wealthfront enables users to grow and manage their wealth by trading crypto, stock options, or building a long-term strategy....Read more

img

Get Free Expert Consultation

Let us know your business needs clearly

Advice

Verified & Trusted
Vendors

Payment

Safe & Secure
Payment

Guaranteed

Personalized
Experts Support

Price On Request

Features

  • check_icon Core Features
  • check_icon Order Execution
  • check_icon Research and Analysis
  • check_icon Trading Options
  • check_icon Reporting & Analytics

    • See all img

Wealthfront Software Pricing, Features & Reviews

What is Wealthfront?

Wealthfront is an algorithm-driven investment and trading platform that combines portfolio management, research tools, and automated trading. It helps users grow wealth with minimal manual effort.

It is designed for tech-savvy investors and hands-off users. This platform provides advanced strategies like backtesting, automatic rebalancing, and algorithmic execution, all on a modern and intuitive interface.

With support for diverse asset classes including crypto, options, futures, and margin trading, Wealthfront gives investors the tools to manage risks. It optimizes returns and makes smarter financial decisions through data automation.

Why Choose Wealthfront Software?

  • Automated Portfolio Management: Let smart algorithms build and maintain a diversified portfolio for you.
  • Backtesting & Optimization: Validate your strategies against historical market data.
  • Advanced Order Types: Fine-tune your entry and exit points with full control over how orders execute.
  • Multi-Asset Trading: Trade options, futures, crypto, and more from a single platform.
  • Insightful Analytics: Dashboards, reports, and real-time market data provide a full view of your portfolio.
  • Secure & Modern Interface: Protect your data with MFA and connect seamlessly via APIs.
  • Smart Alerts & Automation: Stay ahead of market moves with real-time notifications and auto-trading.

Benefits of Wealthfront

  • Hands-Free Investing: Automate rebalancing, risk management, and trading strategies.
  • Smarter Decision Making: Use historical data and backtesting to validate investment approaches.
  • Full Asset Visibility: Track every transaction, profit, and performance metric in one place.
  • Powerful Yet Simple: Advanced tools with an easy-to-use interface for all investor levels.
  • Diversified Opportunities: Access a range of markets from crypto to futures to traditional stocks.
  • Secure & Scalable: Multi-layered security and API integration support business-grade deployment.
  • Real-Time Market Awareness: Get alerted to price changes or new opportunities instantly.

Wealthfront Pricing

Wealthfront pricing plans are available on request at techjockey.com. However, it offers a 0.25% annual advisory fee for most accounts, with no trading commissions for stocks or ETFs. There are no account minimums to get started, and crypto trading may carry separate transaction fees.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

Wealthfront Pricing & Plans

Wealthfront price is available on request

Looking for pricing details, customization requirements or have other queries? We are just a click away.

Get Wealthfront Demo

We make it happen! Get your hands on the best solution based on your needs.

Interacted

Wealthfront Gallery

play How Wealthfront Helps You Save, Invest, and Plan
wealthfront-dashboard
wealthfront-settings
wealthfront help-center

Wealthfront Features

Core Features

  • icon_check Portfolio Management Track investments and assess performance effectively.
  • icon_check Market Data Real-time stock prices and market trends for informed trading decisions.
  • icon_check Watchlist Customizable list of securities for easy monitoring of price movements.
  • icon_check Charting Tools Visual tools to analyze price movements and trends using various chart types.
  • icon_check Order Control Manage and modify trades efficiently to align with trading strategies.
  • icon_check Order Execution Complete trades by placing, modifying, and canceling orders.

Order Execution

  • icon_check Limit Order Buy/sell at a specified price or better for control over trade execution.
  • icon_check Market Order Immediate buy/sell at current market price prioritizing speed.
  • icon_check Stop (Loss) Order Sell when the price hits a certain level to limit losses.
  • icon_check Stop Limit Orders Triggers a limit order once a specified stop price is reached.
  • icon_check Trailing Stop Order Adjusts the stop price with favorable market movement for profit protection.

Research and Analysis

  • icon_check Backtesting and Optimization Test strategies against historical data to assess effectiveness.
  • icon_check Technical Analysis Use price movements and volume data to predict future price trends.
  • icon_check Fundamental Analysis Evaluate a security's value by analyzing financial data and economic factors.
  • icon_check Pattern Recognition Identify significant historical price patterns for future forecasting.
  • icon_check Scanning Tools Filter stocks based on specific criteria to spot trading opportunities.
  • icon_check Smart drawing tools Annotate charts with trend lines and levels for better analysis.

Trading Options

  • icon_check Algorithm Trading Automate trading strategies for faster execution without emotional bias.
  • icon_check Options Trading Buy/sell options contracts for strategic market exposure.
  • icon_check Futures Trading Trade contracts obligating purchase/sale of an asset at a future date.
  • icon_check Crypto Trading Trade cryptocurrencies to benefit from market volatility.
  • icon_check Automatic Trading Execute trades automatically based on set criteria.
  • icon_check Margin Trading (MTF) Borrow funds to trade larger positions than the account balance allows.
  • icon_check Mutual Funds Invest in professionally managed portfolios for diversified exposure.
  • icon_check Paper Trading Simulate trading without real money to test strategies.
  • icon_check Intraday Trading Buy/sell securities within the same trading day for short-term gains.
  • icon_check Forex Trading Trade currency pairs to profit from exchange rate fluctuations.

Reporting & Analytics

  • icon_check Dashboards Visual summaries of key performance metrics for quick assessments.
  • icon_check Automated Reports Generate regular reports on trading activity and performance automatically.
  • icon_check P&L Report Summarize profits and losses over a specified period.
  • icon_check Financial Transaction Report (CashLedger) Track cash inflows and outflows in the trading account.
  • icon_check Report Customization Tailor reports to meet specific user requirements for relevance.
  • icon_check Contract Note Document detailing trade specifics, including prices and fees.

Account Management

  • icon_check Multi-Factor Authentication (MFA) Enhance security with multiple verification methods.
  • icon_check Demat Account Creation Facilitate the opening of electronic securities accounts.
  • icon_check Platform Migration Assist in transferring accounts or data from one platform to another.
  • icon_check Customizable User Interface Personalize trading environments for ease of use.

Integrations

  • icon_check API Integration Connect third-party apps to enhance platform functionality.
  • icon_check Financial Tools Integration Incorporate various financial analysis tools for improved insights.

Alerts & Notification

  • icon_check Price Alert Notifications when securities hit specified price points.
  • icon_check Real Time Market Updates Instant notifications on significant market changes and events.
  • icon_check News Alerts Updates on news events that could impact markets.
  • icon_check Volume Alerts Alerts for unusual trading volumes in securities.

Wealthfront Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs,
  • Email, Communities
  • Videos
  • English

Wealthfront Reviews and Ratings

banner

Would you like to review this product?

Submit Reviews

Wealthfront Company Details

Brand Name Wealthfront
Information Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.
Founded Year 2011
Director/Founders Andy Rachleff, Dan Carroll
Company Size 101-500 Employees

Wealthfront FAQ

A Wealthfront pricing plans are available on request at techjockey.com. However, it offers a 0.25% annual advisory fee for most accounts, with no trading commissions for stocks or ETFs. There are no account minimums to get started, and crypto trading may carry separate transaction fees.
A No, Wealthfront doesn't offer a dedicated mobile app.
A Wealthfront is compatible with a wide range of operating systems, including Windows, macOS, Ubuntu and Linux.
A Wealthfront doesn't offer a free trial in the traditional sense. However, they provide free access to their financial planning tool, Path, without requiring an investment account with them.
A Wealthfront is a robo-advisor that offers automated investment management and financial planning services. This trading platform uses technology to build and manage diversified portfolios of low-cost ETFs, minimizing risk and maximizing returns for investors.
A Wealthfront users are primarily tech-savvy millennials and young professionals who prefer digital financial platforms over traditional advisors. They are often comfortable with technology, seeking automated investment management and other financial services online.
A Wealthfront offers stock investing and cash accounts for free, with no commissions or advisory fees. However, its automated investing portfolios charge a low 0.25% annual advisory fee. You can start with just $1 for stock or cash accounts, and $500 for robo-advising.

Wealthfront Alternatives

See All