Bubble helps you screen stocks, test strategies, and execute trades automatically—all through an intuitive AI agent.
Your clients decide, Bubble executes — you supervise.
Administer dozens or hundreds of client portfolios from a unified interface with granular permissions.
Recommendations automatically adapt to each client’s objectives and risk tolerance.
Automated performance reports, risk analysis, complete transparency for your clients.
Direct connection to your clients' brokerage accounts for automated execution.
Test and validate your strategies on more than twenty years of market data.
Access Bubble Portfolio’s screening and backtesting playbooks as building blocks.
We’re preparing a dedicated professional demo. Share your use case and we’ll activate a white-label environment tailored to your mandates.