You and your perfect money manager match. Investing as one.

It’s an incredibly simple concept that’s also very powerful. Covestor gives you unprecedented access to all the talent, insight and experience of our marketplace lineup of investors. With Covestor, your portfolio is matched to the portfolio of a money manager — trade for trade, maneuver for maneuver. The end result? An easier, smarter way to invest.

So here's how it works:

We find portfolio managers that meet our exact criteria.

Our marketplace represents dozens of Portfolio Managers who, following an on going vetting and monitoring process, are invited to be a part of Covestor. Only those that meet our strict criteria will make the cut.
  • Both professionals and individual sector experts may be accepted as Covestor Portfolio Managers, but whatever their background, if they’re not up to scratch, you won't find them here.
  • Covestor Portfolio Managers are investing their own money as well, so you can be sure your best interests are their best interests.
  • Every single Portfolio Manager’s track records, positions and trades are verified and viewable on our site, which means you can see exactly how — and what — they're doing.
Portfolio Cards

Find a portfolio manager whose style matches your own.

Perhaps you're not a go-big-or-go-home-all-adrenaline-all-the-time stock picker. You may be a slow-and-steady-wins-the-race type, or an I-want-growth-but-let’s-not-get-crazy investor. And you know what? That's okay, because here you'll find a Portfolio Manager with a style that matches your own.
  • Our Portfolio Managers cover a complete range of sectors, strategies and risk levels. So you’re likely to find one that fits.
  • You'll find a Risk Score associated with every portfolio, so you’ll know at a glance if it’s right for you.
  • Every portfolio is clearly benchmarked against the the broad market (represented by the S&P 500 index) and a second specialist index, where appropriate.
  • You’re always free to switch portfolios, whenever you want, without fees or penalties.
  • No entry fees, exit fees or load fees.

We make the same trades for Portfolio Managers and Clients simultaneously and automatically.

The Portfolio Manager places an order. We calculate the combined number of shares the Portfolio Manager and Clients require and place a "super order" that is sent to the market as one order.

* We allocate the shares to the Portfolio Manager and clients' accounts at the average price and update everyone's records.

Covestor Dashboard

You're in control every step of the way.

Look, it’s your money. You’re going to be in complete control of it. We promise. You want to switch managers, do some profit-taking or cash out altogether? That's totally up to you. And you'll have a perfectly transparent, panoramic view of everything the assets in your Covestor account are doing. So you'll always be able to make those decisions from a well-informed perspective.
  • All securities are held in your name, in your own brokerage account.
  • You'll have a completely transparent view of every aspect of your Covestor account and your Portfolio Manager’s activity, 24 hours a day, 7 days a week through our online investor portal.
  • You'll get regular updates on your portfolio activity so you’ll always know exactly where you stand.