Ursa Invest

Ursa Invest is an investment management tool that helps users build and manage diversified stock portfolios. It provides curated insights and educational content to help users become smarter investors.

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At a glance

Pricing

Paid

Free tier

API

Skill level

Non-technical

About

What is Ursa Invest?

Ursa Invest offers a software-based portfolio management platform designed to educate and inform users about investing. It allows users to build an interactive, research-based portfolio of S&P 500 companies, with a focus on high-quality investments. The platform curates daily insights and educational content to help users make informed decisions and rewards them for becoming smarter investors. Users can start investing with a minimum of $100 and earn rewards as their portfolio grows. Ursa Invest emphasizes data security, using bank-grade security and 256-bit SSL encryption, and securely stores sensitive data with SOC 2 compliant third-party experts. Investment management and advisory services are provided by Ursa Financial, LLC, an SEC-registered investment adviser.

Best used for

Ideal for individuals who want to start investing in the stock market, learn about portfolio diversification, and receive curated insights. Especially valuable for those looking for an interactive platform that rewards them for making smart investment decisions and growing their portfolio.

Common actions

manage investments

learn investing

build stock portfolio

earn investment rewards

mobile_appios

Capabilities

Key features

Interactive portfolio management
Curated S&P 500 stock list
Daily investment insights
Educational content
Rewards program
Bank-grade security

Target Audience

beginner investorsindividuals interested in s&p 500 investingfinancial literacy learners

Integrations

Not yet documented

Pricing & Plans

Paid

Free

FAQs

What is the minimum amount required to start investing with Ursa Invest?

You can start investing with Ursa Invest with a minimum balance of $100. However, to qualify for the first reward, your account needs to reach $500. The platform encourages users to grow their investment to unlock rewards.

What kind of investments does Ursa Invest offer?

Ursa Invest focuses on S&P 500 companies, researching and curating a recommended stock list of their top 50 picks. Users build an equal-weighted, diversified portfolio of 20 stocks from this list. Ursa only invests in equity (stocks) and does not offer other asset classes like fixed income.

What are the fees associated with using Ursa Invest?

Ursa Invest charges a 1% annual AUM (Assets Under Management) fee, which is debited monthly in arrears. This fee covers brokerage, custodial, investment advisory, and other related services. Additional charges from third-party financial institutions may apply.

Why does Ursa Invest require my Social Security Number and bank account details?

Your Social Security Number is required by law for identity verification and tax reporting purposes, as you will be opening a brokerage account. Bank account details are needed to fund your investment account via secure ACH deposits and withdrawals, facilitated by Plaid.

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