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 24174 | Longs Won 14150/24174 58% | Profit Factor 7.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $229,077.41 |
| Average Win $41,390.94 | Best Trade (Jul 17) $15.44M | Sharpe Ratio -11.4 |
| Average Loss -$8,069.5 | Worst Trade (Jul 17) -$6.5M | Z-Score 32.97 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4w | Expectancy $20,874.22 |
| 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 | 333,333 | 300,000 | 266,667 | 233,333 | 200,000 | 166,667 | 133,333 | 100,000 | 66,667 | 33,333 |