Best Automated Investing Software in August 2026

★ Popular Choice

• Offers commission-free automated investing, meaning you won't pay advisory fees on your managed portfolio.
• Provides diversified portfolios built from a wide selection of Schwab ETFs, ensuring broad market exposure and low expense ratios.
• Includes automatic rebalancing to keep your portfolio aligned with your target asset allocation as market conditions change.
• Features tax-loss harvesting for taxable accounts, strategically selling investments at a loss to offset capital gains and ordinary income.
• Access to Schwab's extensive customer support and branch network provides a safety net should you need human assistance.

• Leverages Vanguard's famously low-cost ETFs and mutual funds, ensuring your investment expenses are kept to a minimum.
• Provides personalized financial planning and guidance, helping you set and achieve various financial goals like retirement or a down payment.
• Offers automatic rebalancing to maintain your desired asset allocation, preventing drift due to market fluctuations.
• Includes tax-efficient portfolio management, optimizing your holdings to reduce the impact of taxes on your returns.
• Integrates seamlessly with existing Vanguard accounts, providing a unified view of your investments if you're already a client.

• Manages accounts under $25,000 with no advisory fees, making it incredibly accessible for new investors.
• Constructs portfolios using Fidelity Flex® ETFs, which have zero expense ratios, further reducing your overall investment costs.
• Offers automatic rebalancing to ensure your portfolio remains aligned with your risk profile and financial objectives.
• Provides intuitive goal-setting tools that help you visualize your progress towards important financial milestones.
• Backed by Fidelity's robust financial planning resources and extensive customer support, offering peace of mind.

• Excels in goal-based planning, allowing you to set distinct portfolios for different life objectives like retirement, college, or a down payment.
• Offers sophisticated tax-loss harvesting, which can significantly reduce your tax bill in taxable accounts.
• Provides access to human financial advisors for an additional fee, offering a hybrid approach for those who need it.
• Manages diversified portfolios with a wide range of ETFs, including socially responsible investing (SRI) options.
• Features automatic rebalancing and dividend reinvestment, ensuring your portfolio stays optimized without manual intervention.

• Provides advanced financial planning tools, including a comprehensive Path tool that projects your financial future based on various scenarios.
• Offers sophisticated tax-loss harvesting, including daily tax-loss harvesting and stock-level tax-loss harvesting for larger accounts.
• Allows for a high degree of portfolio customization, enabling you to add or remove specific ETFs from your portfolio.
• Includes a 'Risk Parity' strategy for larger accounts, designed to allocate risk more evenly across different asset classes.
• Integrates with external financial accounts to give you a holistic view of your entire financial picture.

• Combines the best of automated investing with self-directed control, allowing you to build custom portfolios or choose expert-curated 'Pies'.
• Offers automatic rebalancing on a schedule you define, ensuring your portfolio maintains its target allocations effortlessly.
• Provides fractional share investing, enabling you to invest every dollar and diversify across many companies regardless of share price.
• Features M1 Spend and M1 Borrow, offering integrated banking and portfolio-backed borrowing options for comprehensive financial management.
• Boasts zero management fees for standard accounts, making it incredibly cost-effective for active self-management.

• Offers automated investing with no advisory fees, allowing you to keep more of your investment returns.
• Provides access to certified financial planners at no extra cost, giving you human guidance when you need it.
• Integrates seamlessly with SoFi's broader suite of financial products, including banking, loans, and credit cards.
• Constructs diversified portfolios of ETFs based on your risk tolerance and financial goals.
• Features automatic rebalancing to ensure your portfolio stays aligned with its intended asset allocation.

• Tailors investment portfolios specifically for women, taking into account factors like longer lifespans and career breaks.
• Offers values-based investing options, allowing you to align your portfolio with your personal environmental, social, and governance (ESG) principles.
• Provides access to certified financial planners and career coaches, available at various subscription tiers, to support holistic financial wellness.
• Features an intuitive platform designed with clear, jargon-free language to make investing more approachable.
• Includes automatic rebalancing and smart deposit features to help you consistently grow your wealth.

• Automatically invests spare change from your everyday purchases by rounding up transactions to the nearest dollar.
• Offers a simple, diversified portfolio of ETFs, making investing accessible even with very small amounts.
• Provides multiple account types, including Acorns Invest (brokerage), Acorns Later (retirement), and Acorns Early (custodial accounts for kids).
• Features financial literacy content and tools to help users understand basic investing principles.
• Charges a transparent, flat monthly fee, making it easy to understand your costs, especially for smaller balances.

• Provides diversified, professionally managed portfolios of low-cost ETFs, tailored to your risk profile and financial goals.
• Offers automatic rebalancing to ensure your portfolio's asset allocation remains consistent with your investment strategy.
• Integrates seamlessly with existing E*TRADE brokerage accounts, providing a unified platform for all your investments.
• Access to E*TRADE's extensive research tools and educational resources, enhancing your overall investing knowledge.
• Features tax-loss harvesting for taxable accounts, helping to optimize your after-tax returns.