Ursa guides investors to actively manage a diversified stock portfolio while requiring minimal experience or effort. Ursa takes the leg work out of investing by researching stocks, curating relevant news, and automating portfolio management while still offering portfolio decisions to users. It’s like bowling with bumpers!
Let us do the hard part!
- Guided: Build your personalized portfolio from our curated recommended list
- Research: Keep up with digestible insights to make your own stock moves
- Automated: Buying/Selling? Rebalancing? Diversification? Don’t worry, we got you!
Get started in less than five minutes!
1) Portfolio Strategy Match - Let’s find out what type of investor you are
2) Personalize Portfolio - Customize a recommended portfolio with our pre-vetted stocks
3) Set up Account - Open your account and securely transfer funds
4) Sit back and we’ll build your personalized portfolio!
Features
- Benefit from our proprietary research on S&P 500 companies
- Get matched with a Portfolio Strategy
- Stock Matching System for recommendations for Swaps
- Build a diversified stock portfolio from our vetted recommended list
- Stay updated with digestible research and insights through our newsfeed
- Act on insights and swap stocks with others on our recommended list
- Track performance with our portfolio view
- Automate portfolio management tasks like buying, selling, and rebalancing
Data Security
We take security very seriously. We use bank grade security with 256-bit SSL encryption and securely store sensitive data with a SOC 2 compliant third-party secure data expert.
Learn more at www.ursavest.com! If you have any questions, please contact us at
[email protected].
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Important Disclosure Information:
Ursa Technologies, Inc. (“Ursa Technologies”) offers a software-based portfolio management platform to inform and teach users about investing. Investment management and advisory services are provided by its wholly owned subsidiary, Ursa Financial, LLC (“Ursa Financial”), an SEC-registered investment adviser. Ursa Technologies and Ursa Financial may be collectively referred to as Ursa.
Ursa Financial’s investment advisory services are only available to residents of the United States and in jurisdictions where it is registered. This description profile is provided for informational purposes only and should not be considered an offer, solicitation of an offer or advice to buy or sell any securities. Past performance is no guarantee of future results. Any historical returns or expected returns are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations.
The content in this description profile is for informational purposes only and does not constitute a comprehensive description of Ursa Financial’s investment advisory services. Please refer to Ursa Financial’s Program Brochure for more information. Certain investments are not suitable for all investors. Before investing with Ursa Financial, please consider your investment objectives and Ursa’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to users of Ursa Financial by DriveWealth, LLC, an SEC registered broker-dealer and member FINRA/SIPC.