The entire stock market, in one account.
Link your bank, invest in broad market ETFs, and let Waldo handle tax-loss harvesting and issuer rotation in the background.
Early access opens in waves.
One holding spread across thousands of U.S. companies. Tap a sector to find it in the field behind the phone.
Sample sector mix. Actual holdings vary.
Three steps to the whole market.
No stock picking and no spreadsheets. Link your bank and Waldo takes it from there.
1Link your bank
Connect your checking account with Plaid to move money in and out of your investing account.
2Own the market
Your money goes into broad market ETFs like VTI, so one position holds thousands of U.S. companies.
3Stay tuned up
Waldo looks for tax-loss harvesting opportunities and rotates between similar funds from different issuers.
Simple on the surface.
Sample screens from the account. Go ahead and tap around.
Connect your checking account with Plaid to move money in and out.
- 1Choose your bank
- 2Sign in securely
- 3Select an account
Sample screen. No money moves.
Same market, different issuers. Tap a fund to rotate.
Rotating between similar funds is one way harvested losses can keep you invested.
Sample screens with hypothetical data. Not an actual account. Fund names are examples only.
Fits inside a banking app.
A Stock Market account could sit right beside checking and savings in a neobank's app, in the bank's own look and feel.
Make market dips work for you.
When a holding falls below what you paid, Waldo can sell it, record the loss, and move into a similar fund from a different issuer. You stay invested the whole time.
Illustrative example using hypothetical figures on a $10,000 position. Not actual results. Fund names are examples only. Tax-loss harvesting does not guarantee a tax benefit.
Be first in line.
Join the waitlist for the Stock Market account and we will invite people in waves.