We were honored to work with Barron’s on their robo advice cover stories and they said this about us: “Barron’s has a comprehensive look at how [robo advisors] are doing, thanks to groundbreaking data from [The Robo Report]…”
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Our MethodologyWe opened and funded accounts at robo advisors seeking specific portfolios. We now track the holdings and performance on those accounts to provide our readers an in-depth look inside the portfolios.
Our PurposeOur purpose is to bring transparency to the algorithm-driven investment accounts commonly known as robo advisors to help investors make informed decisions when investing in these products.
PerformanceTracking performance and giving insight on the drivers behind under- and over-performance so the investor can compare performance before investing.
Risk MeasurementExploring how risk is affecting our robo portfolios. Not all accounts are created equal, and performance is only part of the picture.
Portfolio HoldingsWe opened accounts so we could see the actual assets being held inside a robo advisor’s portfolio to help our readers understand the underlying holdings.
Robo NewsWe track news surrounding the robo industry. We give a quarterly synopsis of the happenings in the industry in case you missed anything.