Ursa Invest

Welcome to first-class with your digital portfolio manager!
Ursa’s recommendations algorithm automatically builds and actively manages personalized stock portfolios for you. You can think of Ursa as your digital investment manager. We offer:

- Personalized portfolios built and managed by our recommendation engine
- Digestible research and daily insights to better understand your portfolio
- NEW: Macro research for everyone—no account required

Stock and Market Research:
As our recommendation engine builds and manages your portfolio, rest assured that it’s backed by our dedicated human team. Whether we’re training the algorithm, researching stocks, or evaluating overall economic trends, we’re bolstering our algorithm’s capabilities with a human touch.

AI Recommendation Engine:
Our algorithmic recommendation engine powers your investment portfolio. Craft a strategy and let our algo match you with recommended stocks to build your portfolio. Then, sit back as it manages your portfolio for you—finding better stocks to swap in, adjusting diversification allocations, rebalancing, etc.

Macroeconomic Market Insights
Even if you’re not ready to invest yet, learn how the broader market environment impacts stock markets—no account or subscription required. Stay on top of:

- Fed policy
- Inflation and employment
- GDP growth and recession signals

Easy to Invest:

1. Develop a Strategy – Personalize your investment strategy
2. Custom Portfolio – Build your portfolio with our stock recommendation algorithm
3. Invest and Sit Back – Our algorithm automatically manages your portfolio based on our research!

Features

- Match with recommended stocks
- Automated portfolio management
- Human-based, proprietary stock research
- Develop a portfolio strategy with customizable preferences
- Stay updated with digestible research and daily market insights
- Access free macroeconomic updates without an account

Data Security
We take security very seriously. We use bank grade security with 256-bit SSL encryption and securely store sensitive data with a SOC 2 compliant third-party secure data expert.

Learn more at www.ursavest.com!

Questions? Contact us at help@ursavest.com.

Important Disclosures:

Ursa Technologies, Inc. (“Ursa Technologies”) offers a software-based portfolio management platform to inform and teach users about investing. Investment management and advisory services are provided by its wholly owned subsidiary, Ursa Financial, LLC (“Ursa Financial”), an SEC-registered investment adviser. Ursa Technologies and Ursa Financial may be collectively referred to as Ursa.

Ursa Financial’s investment advisory services are only available to residents of the United States and in jurisdictions where it is registered. This description profile is provided for informational purposes only and should not be considered an offer, solicitation of an offer or advice to buy or sell any securities. Past performance is no guarantee of future results. Any historical returns or expected returns are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

The content in this description profile is for informational purposes only and does not constitute a comprehensive description of Ursa Financial’s investment advisory services. Please refer to Ursa Financial’s Program Brochure for more information. Certain investments are not suitable for all investors. Before investing with Ursa Financial, please consider your investment objectives and Ursa’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to users of Ursa Financial by DriveWealth, LLC, an SEC registered broker-dealer and member FINRA/SIPC.