How it works

Choose a Portfolio That Fits Your Goals.
MyOmniVest makes it easy to explore professionally designed portfolios built around different market conditions, strategies, and investment approaches. Instead of researching individual stocks one at a time, you can review complete portfolios and select an approach that aligns with your objectives and risk preferences.

Browse available portfolios, review their strategy descriptions and historical information, and choose the portfolio that interests you. With MyOmniVest, getting started is designed to be straightforward—even if you don't have hours to spend analyzing the markets.
Set Up Your Account in Minutes.
Once you've selected a portfolio, create your MyOmniVest account and customize the settings that matter to you. Define your starting balance, exposure preferences, trade sizing, account type, and other parameters from one convenient location.

The platform puts control in your hands while simplifying the process of managing a strategy-based portfolio. You can review your settings, make adjustments, and monitor your account without having to build a trading system from scratch.
Let the Strategies Do the Work.
MyOmniVest brings together trading strategies and portfolio management in one streamlined platform. The system is designed to identify opportunities according to the strategies you've selected and help you stay aligned with the market rather than relying solely on a traditional buy-and-hold approach.

You get a structured way to participate in strategy-driven investing while spending less time researching, screening, and managing individual positions. Sign up, select your approach, configure your preferences, and let MyOmniVest handle the complexity behind the scenes.

Ready to get started? Create your account and discover a simpler way to explore strategy-based investing.
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OmniVest Disclaimer: The results shown are based on simulated or hypothetical performance results. Hypothetical results have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under-or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to these being shown. Past performance, whether actual or indicated by historical tests of strategies, is no guarantee of future performance or success. There is a possibility that you may sustain a loss equal to or greater than your entire investment regardless of which asset class you trade. Therefore, you should not invest or risk money that you cannot afford to lose.