Quantbase

Quantbase

Quantbase

Quantbase

The world's first SEC-registered robo-advisor for smart high-risk investing. With a minimum investment of $50, get access to quantitatively-determined, risk-adjusted portfolios for stocks, crypto, NFTs, and alternative assets.

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Highlights

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-0.87%

Asset Class Return30d

#40 Rank

In Robo Advisor30d

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$50

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Quantbase Review

autor

Guy Ovadia172 days ago

If you're looking for an index fund but traditional investments aren't cutting it, then try Quantbase, an SEC-registered platform that uses algorithmic tools to maximize your gains.

3 months of free access to all users that sign up from MoneyMade (afterwards it's 0.94% of AUM)

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Overview

Quantbase thinks of high risk as investing in assets/strategies that have a potential for very high return but require taking on and stomaching very high volatility as well. Quantbase is the first Robo-advisor, accessible through a web app (and soon mobile) that lets you do exactly that - fully liquid, easily investable portfolios across asset classes - they've got portfolios like the Crypto 30, NFT index, leveraged Algo-trading fund, hedge fund tracker, and even a Nancy Pelosi tracker. 

 

On their end, they handle complex back-end integrations with brokerages that actually host and handle trading of different assets/instruments. On your end, you create one account with Quantbase, deposit as low as $50 into your Quantbase account, and then buy/sell into any of the (soon) hundreds of portfolios we offer.

Things to Know

  • You make money on

    Value + Dividends

  • Fees

    0.94%

  • Min Investment

    $50

  • Payout frequency

    When asset is sold

  • Term of investment

    60+ months

  • Target Return

    Varied - 27%

  • Liquidity

    Easy

  • Open to

    All Investors

  • Mobile Application

    No

Top Perks

  • Incredibly diverse array of holdings

  • Algorithmically determined portfolios whose holdings and rules are completely transparent

  • 100% liquidity (can buy and sell out of portfolios whenever you want)

How you make money

All Quantbases portfolios look and act the same as ETFs. You can track them by looking at the data on their site (soon to be Morningstar-certified), and can buy/sell into portfolios at any point (no lock-up periods).

How Quantbase makes money

The only way Quantbase makes money is through their AUM fee, which is $5/month for portfolios that have below $6,000 AUM, and 0.078% fee per month otherwise (0.94% annually).

Is it safe?

Quantbase is SEC-registered (https://adviserinfo.sec.gov/firm/summary/315414) which means they took almost 6 months to undergo a number of knowledge and legal checks, and have to comply with a large set of suitability measurements as fiduciaries. Their team is now 4 people (including investment bankers, quant traders, and senior engineers from Google and fintech/banking), with 4,000 users.

 

Quantbase is pretty diverse across asset classes and even has portfolios for commodities (soon) and bonds. The biggest risk with an offering like theirs (high return potential + high volatility) is for a short investment horizon. If your horizon is <6 months, for example, and you invest in a portfolio that drops 60% in 4 months (but ends up returning 200% from there over the next 3 years), Quantbase may not be what you're looking for.

  • Established

    2021

  • Country Available

    Worldwide

  • Assets Managed

    $100K

How You’re Taxed

Capital Gains

Capital Gains

As with any stock realized stock gains, investors are subject to capital gains tax. If gains are realized within one year, you are taxed at your income tax rate. If gains are realized after one year, you are subject to a long-term capital gains tax of 0% to 20%. A common service that some robo-advisors offer through their systems is automatic tax-loss harvesting. Tax-loss harvesting is a deliberate strategy whereby any loss from the sale of a security in a taxable account is used to offset a capital gain or taxable income, thereby reducing the tax paid.

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Reviews (2)

Solid funds with big upside potential. Can set it and forget it and still get solid returns. Plus they have some crazy stuff like Inverse Cramer and Pelosi Tracker funds.

Pretty new but they've got a killer assortment of strategies. Invested in the Pelosi Tracker for the meme and the Leveraged flagship for the returns

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