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Pillar 04 · Portfolio

Your portfolio, finally legible.

Rebalance with one tap. See risk, drift, and tax impact in plain English. Outperform the average — without becoming a full-time trader.

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Total value
$72,184
↑ $4,820 (+7.2%) YTD
● Balanced · Moderate
100% allocated
Stocks 50% $36,092
ETFs 30% $21,655
Cash 20% $14,437
A
Stocks have drifted to 54% of target. Want me to rebalance?
Built for serious investors

What a real portfolio tool does.

One-tap rebalance

When your allocation drifts beyond target, Athena flags it. One tap brings it back — across every account, all at once.

CURRENT TARGET
54% stocks 50% stocks

Drift & risk monitoring

Beta vs. S&P. Concentration risk. Sector overexposure. Your portfolio's vital signs, every minute the market is open.

Beta
1.08
Sharpe
1.42
Drift
+4%

Tax-loss harvesting

Athena spots losers worth selling for the tax benefit, then immediately swaps to a similar-but-different ETF. Wash-sale safe.

Estimated tax savings
$1,840
YTD,
at 24% bracket

Beating the S&P

See exactly how your portfolio stacks up vs. major benchmarks. Adjusted for risk, after fees, after taxes.

You +12.4% S&P +6.8%
The track record

Athena-managed portfolios vs the S&P 500.

Backtested across 2014–2024. Results vary by risk profile and account type.

2014 2016 2018 2020 2022 2024 +342% S&P +198%
10-yr return
342%
vs S&P 198%
CAGR
16.0%
vs S&P 11.5%
Sharpe
1.42
vs S&P 0.94
Max drawdown
-19%
vs S&P -34%

Backtested. Past performance does not guarantee future returns. Results depend on risk profile selected.

Why people switch

Smarter than your robo-advisor.

Capability
Fintrest
Wealthfront
Betterment
Empower
Auto-rebalancing
✓
✓
✓
✗
Tax-loss harvesting
✓
✓
✓
✗
AI-driven stock selection
✓ Athena
✗
✗
✗
Pick your own holdings
✓
✗
Limited
✓
Built-in budgeting
✓
✗
✗
✓
Annual fee
$108–228
0.25% AUM
0.25% AUM
0.49–0.89%

On a $100K portfolio, Fintrest's flat fee is ~60% cheaper than a 0.25% AUM-based advisor.

Take your portfolio off autopilot.

Connect any brokerage in 60 seconds. We watch — you decide.

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