We build straightforward tools that show US investors exactly where their money stands, without the sales pitch.
SmartInvest started as an internal spreadsheet three former portfolio analysts kept passing back and forth to track their own equity, bond and treasury positions. After rebuilding it for the fifth time, we decided to turn it into a proper tool.
Today SmartInvest is a US wealth platform: a portfolio ledger, yield and growth calculators, and desk notes on the Federal Reserve and Treasury markets. Clients use it to see where capital stands before the next allocation decision.
The platform is designed around simple, transparent and practical principles that keep financial tools easy to understand.
Every calculator shows its formula and assumptions. No black boxes.
Your portfolio ledger is stored locally on your device, not our servers.
We explain Treasury yields and Fed policy in clear, practical language without unnecessary jargon.
Research and tools stay independent of product placement. We do not earn commission on any security.
Co-Founder, Product
Former equity research associate; designs the calculators.
Co-Founder, Engineering
Builds and maintains the SmartInvest portfolio ledger.
Fixed Income Editor
Writes the Treasury and Fed policy notes on Market Perspectives.
Dividend Strategy
Former financial advisor; leads dividend and DRIP content.