Start with your Investor Profile.
Start by answering some questions about yourself to build your investor profile. This will aid in recommending strategies in the marketplace.
Choose from our array of Strategies.
Browse our marketplace which contains an array of versatile strategies spanning across all major asset classes. Select any number of strategies that appeal to you.
Our filter engine helps guide you.
Not sure which Sidepocket is right for you? We’ll help guide you with recommendations based on your answers to our risk assessment tool. Find the right Sidepocket for your specific needs in seconds.
Streamlined funding process.
Once you choose to fund a Sidepocket, we’ll take you through the account creation and funding process step by step. Choose which account type is right for you, link your bank using our Plaid API integration, and you’ll be up and running with a newly funded Sidepocket in minutes.
Analytics at your fingertips.
Monitor the performance of your optimized portfolio using our extremely powerful analytics tool. With Sidepocket, managing multiple portfolios has never been easier. Have one portfolio, or many with different risk profiles. The choice is up to you.
Tactical Investing, made possible.
Our mission is to offer a seamless approach to Tactical Investing. Using our universe of dynamic strategies along with our proprietary methods for optimizing complex portfolios, professional investing has never been easier.