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About AlphaFlex Portfolio

AlphaFlex Portfolio (AFP) is a next-generation investment solution designed to empower investors with exposure to high-growth companies while actively managing risk.

Our Strategy

 

Heavily weighted toward Growth in strong markets, heavily weighted toward Safe during uncertainty. We blend both seamlessly for a dynamic, adaptable portfolio designed to thrive in any environment.

Backtested Performance

While AlphaFlex is a newly launched investment solution, its strategy is grounded in rigorous backtesting to ensure consistency and performance.

as of 01/12/2025

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Connect Your Broker

M1 Finance Pie

Your portfolio, Your control.

  • Set It Up Yourself: Access the complete details of the AlphaFlex portfolio, including stock selections and weights, to create your M1 Finance Pie Portfolio on your own.

  • Assistance Available: Need help? Our team can guide you through the process to ensure you’re set up for success.

  • Quarterly Rebalancing: Receive a new M1 Finance Pie link every quarter to rebalance your portfolio and stay aligned with the latest updates.

AlphaFlex doesn’t manage your portfolio—we empower you with the tools and updates to manage it yourself effectively.

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Robinhood API

Seamless automation for effortless investing.

  • Link Your Robinhood Account: Securely connect your account to AlphaFlex in minutes.

  • Automatic Adjustments: For accounts linked via the Robinhood API, AlphaFlex will automatically implement changes to align with portfolio updates—saving you time and ensuring optimal performance.

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Portfolio Updates & Reconstitution

AlphaFlex ensures your portfolio evolves with market dynamics:

  • 📢 Weekly Updates: Stay informed with regular portfolio performance updates and insights sent directly to your inbox.

  • 📊 Quarterly Rebalancing for M1 Users: Receive updated M1 Finance Pie links every quarter to seamlessly rebalance your portfolio.

  • 🤖 Automated Changes for Robinhood Users: Linked Robinhood accounts will see updates automatically applied—no action required on your part.

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