Your partner in smarter investing.

Explore how Sidepocket simplifies the investing journey with tailored tools and intelligent automation.

Create an account

Effortless Onboarding

Create Your Profile

Answer a few quick questions to set up your account.

Define Your Goals

Select investments based on what you want to achieve — retirement savings, passive income, or financial security.

Start Investing

Let Sidepocket take care of the rest with automated tools designed to grow your wealth.

Personalized Investing for Your Goals.

Your investment journey is unique. Sidepocket’s platform helps you:

Define Your Risk Tolerance: From conservative to aggressive, select a level that matches your comfort.

Set Your Financial Goals: Plan for what matters—early retirement, a safety net, or steady passive income.

Adjust Anytime: Life changes, and so should your investments. Update your preferences as needed.

Conservative

Moderate

Aggressive

Automated, Intelligent Portfolio Management.

With Sidepocket, you don’t have to watch markets daily or make complex decisions. Explore our advanced models.

Rebalance Your Portfolio: On average, 12 times per year, ensuring alignment with your goals.

React to Market Changes: Protect your investments with 24/7 market monitoring.

Optimize for Growth: Leverage advanced strategies like tactical asset allocation and quantitative modeling.

See automation in action

Built for Investors who Value
Simplicity & Sophistication

Beginners & New Investors
Start small and grow your knowledge with accessible tools.

Busy Professionals
Automate your portfolio and free up time for what matters most.

Long-Term Planners
Build steady, sustainable wealth for retirement or life milestones.

Risk-Averse Individuals
Protect your assets with risk-aware strategies designed for market stability.

Take the First Step Toward Financial Freedom.

Investing doesn’t have to be complicated or time-consuming. With Sidepocket, you can automate your portfolio, minimize risk, and start building wealth today.

Start now

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