A technology-driven portfolio construction and rebalancing firm focused on advisor platforms, Smartleaf Asset Management LLC provides tax-aware rebalancing, multi-account portfolio management and reporting solutions to registered investment advisors and broker-dealers. Its SaaS and managed account capabilities emphasize tax efficiency, scalable operations and integration with custodians, positioning it as a specialized fintech partner for wealth managers.
A technology-driven portfolio construction and rebalancing firm focused on advisor platforms, Smartleaf Asset Management LLC provides tax-aware rebalancing, multi-account portfolio management and reporting solutions to registered investment advisors and broker-dealers. Its SaaS and managed account capabilities emphasize tax efficiency, scalable operations and integration with custodians, positioning it as a specialized fintech partner for wealth managers.
Adopts a technology-first, rules-based approach to portfolio construction and capital deployment, prioritizing tax-aware optimization and scalable multi-account management for wealth managers and RIAs. Emphasizes systematic rebalancing, integration with custodial infrastructure, and operational automation to reduce friction and tax drag while preserving client risk profiles. Portfolio selection is guided by quantitative allocation logic and customizable client constraints, favoring diversified, low-turnover implementations that support long-term wealth accumulation. Strategy execution focuses on B2B distribution, platform partnerships, and margin-efficient SaaS and managed-account delivery rather than market-timing or active security selection.
Adopts a technology-first, rules-based approach to portfolio construction and capital deployment, prioritizing tax-aware optimization and scalable multi-account management for wealth managers and RIAs. Emphasizes systematic rebalancing, integration with custodial infrastructure, and operational automation to reduce friction and tax drag while preserving client risk profiles. Portfolio selection is guided by quantitative allocation logic and customizable client constraints, favoring diversified, low-turnover implementations that support long-term wealth accumulation. Strategy execution focuses on B2B distribution, platform partnerships, and margin-efficient SaaS and managed-account delivery rather than market-timing or active security selection.
| Trades 24195 | Longs Won 14135/24195 58% | Profit Factor 8.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $239,890.27 |
| Average Win $44,157.49 | Best Trade (Aug 17) $17.65M | Sharpe Ratio -11.6 |
| Average Loss -$7,069 | Worst Trade (Aug 13) -$6.45M | Z-Score 13.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w | Expectancy $22,858.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 500,000 | 450,000 | 400,000 | 350,000 | 300,000 | 250,000 | 200,000 | 150,000 | 100,000 | 50,000 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 4,286 | $573,270.79 | $635,356.64 | - | $62,085.85 | 10.83% | -0.836% |
AA Alcoa Corporation | 1,226 | $59,508.58 | $62,795.72 | - | $3,287.14 | 5.52% | -5.288% |
AAL American Airlines Group Inc. | 413 | $6,898.95 | $6,166.09 | - | -$732.86 | -10.62% | -2.354% |
AAMI Acadian Asset Management Inc. | 553 | $20,701.03 | $50,981.07 | - | $30,280.04 | 146.27% | +0.699% |
AAOI Applied Optoelectronics, Inc. | 240 | $17,249.39 | $33,139.2 | - | $15,889.81 | 92.12% | +2.792% |
AAON Aaon Inc. | 155 | $11,413.32 | $13,210.65 | - | $1,797.33 | 15.75% | -0.641% |
AAP Advance Auto Parts Inc. | 449 | $26,227.3 | $24,030.48 | - | -$2,196.82 | -8.38% | +1.076% |
AAPL Apple Inc. | 318,269 | $76.28M | $96.2M | - | $19.92M | 26.11% | -0.872% |
AAT American Assets Trust, Inc. | 991 | $21,732 | $22,356.96 | - | $624.96 | 2.88% | +1.075% |
ABBV AbbVie Inc. | 36,739 | $7.16M | $9.14M | - | $1.98M | 27.63% | -0.532% |
ABCB Ameris Bancorp | 538 | $40,479.07 | $47,650.66 | - | $7,171.59 | 17.72% | +0.385% |
ABEV Ambev S.A. | 15,440 | $43,256.19 | $43,540.8 | - | $284.61 | 0.66% | -0.704% |
ABG Asbury Automotive Group Inc. | 241 | $57,555.46 | $50,467.81 | - | -$7,087.65 | -12.31% | +0.799% |
ABM ABM Industries Inc. | 277 | $12,886.62 | $13,415.11 | - | $528.49 | 4.1% | +0.311% |
ABNB Airbnb, Inc. | 3,463 | $433,212.02 | $623,668.99 | - | $190,456.97 | 43.96% | -2.641% |
ABR Arbor Realty Trust Inc. | 491 | $5,622.88 | $2,563.02 | - | -$3,059.86 | -54.42% | -2.43% |
ABT Abbott Laboratories | 29,785 | $3.51M | $3.3M | - | -$205,012.11 | -5.84% | +1.085% |
ABUS Arbutus Biopharma Corporation | 1,729 | $6,091.35 | $7,936.11 | - | $1,844.76 | 30.28% | -1.713% |
ACA Arcosa Inc. | 1,267 | $123,388.88 | $183,778.35 | - | $60,389.47 | 48.94% | +0.097% |
ACAD Acadia Pharmaceuticals Inc. | 1,375 | $34,070.61 | $40,493.75 | - | $6,423.14 | 18.85% | +0.136% |