Your investments.
Your AI partner.
Meet Velpha
An investing companion,
right in your browser.
- Works in any browser on PC, iPad or phone. Nothing to install
- Every feature is free for now
Our approach
Find the balance that fits you.
Then stick with it.
- Tech$42K70%
- Global stocks$12K20%
- Cash$6K10%
Your assets$60K
NowA child is born
3 yrs ago
In 10 yrs
Goal $100K
−20%
Risk tolerance
−0%
Within tolerance−0%
Chance of reaching it55%
I'd like to keep my tech stocks.
Sure. Let's keep them and try a few mixes. Which one?
Add bondsHold more cashInvest more monthly01
See where you stand
Add the stocks and funds you hold to see your mix and track record at a glance.
02
Set your risk tolerance and goal
Decide how big a drop you can live with, and how much you want by when.
03
Try ideas with AI
Answer a few questions from the AI, then compare different mixes side by side.
04
Stay steady when markets fall
When markets fall, check with the AI that you're still within your risk tolerance.
05
Adjust as life changes
When life changes, update your risk tolerance and goal, and rebalance to match.
Figures are illustrative. Reaching your goal isn't guaranteed.
Rewards we unlock together
Building Velpha
with you.
500 peopleNext goal
A review guide for each type
For each of the eight types in our Investing Habits Quiz (8 questions, 1 minute): where people tend to get stuck, and how to review their portfolio.
1,000 people
Everyone's investing habits report
We'll share everyone's quiz results in aggregate, so you can see which types are most common and where you fit.
3,000 people
Live on X and Instagram
Our development team walks through the report with you and answers your questions.
5,000 people
Year-end review kit
A checklist for using the rest of this year's NISA allowance and checking your allocation, plus New Year wallpapers featuring the quiz animals.
10,000 people
10,000 milestone
If you'd like, we'll list your nickname on a thank-you page, and we'll celebrate with a live stream early in the new year.
We'll email the dates and how to take part after each goal is reached.
Investing habits quiz · 8 questions · 1 minute · No sign-up
What type
are you?
Before you register
Frequently asked questions
21 days until launch