Streetbeat

¿Qué es Streetbeat?

Streetbeat provides an AI-assisted investing application for individual investors, available through web and mobile interfaces. Ask its Warren assistant about markets, explore pre-built strategies, or develop a portfolio around your ideas. Personalized recommendations require a Streetbeat LLC advisory account and a completed suitability questionnaire.

¿Qué puede hacer Streetbeat?

Market questions

Use Warren to discuss market news and investing concepts. Access before opening an advisory account is educational.

Portfolio strategies

Review pre-built strategies or generate a portfolio proposal from your goals and investment ideas, subject to your suitability information.

Authorized rebalancing

Opt into rebalancing for eligible strategies. Trading decisions remain self-directed, with limited authority for allocation and rebalancing.

Portfolio Pulse

Follow news and developments relevant to the holdings in your portfolio.

Casos de uso

“Learn before opening an account”

Ask general market questions through the educational assistant.

“Explore an investment thesis”

Turn a stated idea into a portfolio proposal for your own review.

“Track a strategy”

Follow relevant news and use authorized rebalancing where appropriate for an eligible strategy.

Preguntas frecuentes

What can I try without an account?

General market and educational conversation is available before account creation. Personalized recommendations require an advisory account and suitability questionnaire.

Is investing entirely free?

Streetbeat's March 2026 relationship summary states that it does not currently charge an investment-advisory fee. Brokerage, transfer, currency-conversion, product, and margin costs may still apply under the relevant schedules.

Does it replace comprehensive financial planning?

No. The advisory platform does not provide comprehensive financial, retirement, or tax planning. Investing can lose principal; portfolio suggestions and diversification do not guarantee a profit.

Is institutional access the same as the consumer app?

No. Institutional deployments require a separate customer agreement, and their functions depend on configuration, deployment, data, and jurisdiction.

Is there a minimum investment?

There is no account minimum, but some strategies require a minimum investment amount.

Can I use it from any country?

Service access depends on jurisdiction. Streetbeat does not represent its investing services as available outside the United States.