Your partner in smarter investing.

Explore how Sidepocket simplifies the investing journey with tailored tools and intelligent automation.

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Effortless Onboarding

1
2
3

Create Your Profile

Answer a few quick questions to set up your account.

1

Define Your Goals

Select investments based on what you want to achieve — retirement savings, passive income, or financial security.

2

Start Investing

Let Sidepocket take care of the rest with automated tools designed to grow your wealth.

3

Personalized Investing for Your Goals.

Your investment journey is unique. Sidepocket’s platform helps you:

Define Your Risk Tolerance: From conservative to aggressive, select a level that matches your comfort.

Set Your Financial Goals: Plan for what matters—early retirement, a safety net, or steady passive income.

Adjust Anytime: Life changes, and so should your investments. Update your preferences as needed.

Conservative
Moderate
Aggressive

Automated, Intelligent Portfolio Management.

With Sidepocket, you don’t have to watch markets daily or make complex decisions. Explore our advanced models.

Growth
Income
Preservation
Speculative

Growth Sidepockets

Designed for maximum growth within your risk tolerance over your investment lifetime.

Name
Ann. Return
Volatility
Sharpe
Max Draw
Data range
Risk Level
Conservative Growth Multi-Signal
7.34
%
4.79
%
1.26
-4.88
%
10/31/11 - 12/10/24
Lower
Risk
Moderate Growth Multi-Signal
9.37
%
7.12
%
1.13
-8.75
%
10/31/11 - 12/10/24
Moderate
Risk
Aggressive Growth Multi-Signal
10.71
%
8.31
%
1.13
-10.49
%
10/31/11 - 12/10/24
Moderate
Risk
Hedged Dual Momentum
6.62
%
7.42
%
0.75
-13.99
%
10/31/11 - 12/10/24
Higher
Risk
Enhanced 60/40
12.02
%
8.77
%
1.21
-9.53
%
10/31/11 - 12/10/24
Moderate
Risk

Income Sidepockets

Designed for consistent income within your risk tolerance. Fantastic for IRAs.

Name
Ann. Return
Volatility
Sharpe
Max Draw
Data range
Risk Level
Conservative Income Momentum-Optimized
6.02
%
4.9
%
0.97
-6.2
%
10/31/11 - 12/10/24
Moderate
Risk
Moderate Income Momentum-Optimized
6.52
%
5.66
%
0.93
-7.31
%
10/31/11 - 12/10/24
Moderate
Risk
Aggressive Income Momentum-Optimized
7.03
%
6.47
%
0.9
-9.24
%
10/31/11 - 12/10/24
Moderate
Risk

Capital Preservation Sidepockets

Designed for maximum growth within your risk tolerance over your investment lifetime.

Name
Ann. Return
Volatility
Sharpe
Max Draw
Data range
Risk Level
High-Yield Bond Crossover
3.42
%
2.45
%
0.89
-3.66
%
10/31/11 - 12/10/24
Lower
Risk
Risk-Optimized High Quality Yield
3.24
%
5.45
%
0.37
-5.94
%
02/28/13 - 12/10/24
Moderate
Risk
Risk-Optimized Bond Rotation
3.9
%
3.18
%
0.84
-3.64
%
10/31/11 - 12/10/24
Lower
Risk

Speculative Sidepockets

Designed for risk takers. Built for market outperformance, but carry more risk.

Name
Ann. Return
Volatility
Sharpe
Max Draw
Data range
Risk Level
US Core Risk-Optimized 2X
21.02
%
17.97
%
1.09
-21.3
%
10/31/11 - 12/10/24
Higher
Risk

Rebalance Your Portfolio: On average, 12 times per year, ensuring alignment with your goals.

React to Market Changes: Protect your investments with 24/7 market monitoring.

Optimize for Growth: Leverage advanced strategies like tactical asset allocation and quantitative modeling.

Built for Investors who Value
Simplicity & Sophistication

Beginners & New Investors
Start small and grow your knowledge with accessible tools.
Busy Professionals
Automate your portfolio and free up time for what matters most.
Long-Term Planners
Build steady, sustainable wealth for retirement or life milestones.
Risk-Averse Individuals
Protect your assets with risk-aware strategies designed for market stability.

Take the First Step Toward Financial Freedom.

Investing doesn’t have to be complicated or time-consuming. With Sidepocket, you can automate your portfolio, minimize risk, and start building wealth today.

Start now
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