Kapitall Robo Portfolios are carefully crafted based on your risk tolerance, the time you have to invest, and what you're into. We use a Personality Match Worksheet to determine which Robo Portfolio is a right fit you. On top of that, our team of experts keeps an eye on your investments, so you don't have to.
Tell us about yourself
Our Robo portfolios are based on a personality worksheet. To get started, select Open an Account from the center dropdown menu and choose the green Robo Portfolio:
Our Robo Portfolio questionnaire will get to know you, your risk tolerances, and what you're looking to get out of a Robo Portfolio.
Robo will then give you an approximate target allocation*. If everything looks good, continue on to the brokerage application.
Once you're done with the brokerage application, it'll be submitted for review. Once your accounts open and funded, Robo will allocate in your account automatically!
Kapitall Robo Portfolios are offered through WealthyX LLC ("WealthyX"), an SEC registered investment advisor, located at 222 Broadway, 19th Floor, New York, NY 10038. KapGen has chosen WealthyX, an SEC registered investment advisor, to provide asset allocation, portfolio construction and monitoring services for the Kapitall Robo Portfolios. WealthyX is not acting in the capacity of an investment advisor to individual investors. This is not an offer or solicitation in any jurisdiction where we are not authorized to conduct investment advisory business. Brokerage accounts are serviced by KapGen and advisory client account assets are custodied with Apex, Members FINRA and SIPC.
Investments are not FDIC Insured; No Bank Guarantee; May Lose Value. Investing involves risk, including the risk of losing principal. Past performance is not necessarily indicative of future results. Asset allocation and diversification does not necessarily eliminate the risk of experiencing investment loss. Neither KapGen nor WealthyX warrant or guarantee its process will lead to success. You take full responsibility for all trading actions, and should make every effort to understand the risks, fees and potential implications involved.