Wealthfront
Automated investing with tax-aware portfolio management
Wealthfront offers automated investing with recommended or customizable portfolios for individual investors. It also includes tax-loss harvesting, automatic rebalancing, and a separate stock investing account with fractional shares and no commissions.
Agenticness = how independently a tool can take action, scored across 9 dimensions. Scored independently by David Kooi, Skylark Creations — see full rubric → Last re-evaluated 31 July 2026.
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What's happened with Wealthfront lately
- Score changeRubric upgrade v3_0 → v3.1: score 5/32 → 10/365 → 10/36(+5)
Rubric upgrade: agenticness v3.0 (8 dims, /32) → v3.1 (9 dims, /36). Adds Dim 9 (Operator Sovereignty), splits Dim 6 into 6a/6b lenses, tightens Dim 4 autonomous-retry distinction. Not a product change — score shift reflects new dimension + recalibrated rubric, not a change in the tool. Fanout suppressed.
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News mentions sourced from our news feed; score changes from periodic re-evaluations.
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About
Wealthfront is a digital investing platform focused on automated portfolio management for individual investors. The main product is an Automated Investing Account with a low annual advisory fee, and the site also highlights a Stock Investing Account...
The platform is strongest if you want hands-off investing with built-in portfolio management and tax-loss harvesting. It is not a general-purpose finance assistant or an autonomous agent that takes actions across external systems; it is a...
Executes tasks you assign, one step at a time, within narrow domains.
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- Automated Investing Account: 0.25% annual advisory fee.
- Stock Investing Account: No commissions; $1 minimum to get started.
- Other fees: Pricing not publicly available from the crawled page.
When Wealthfront changes its pricing, we catch it the next morning
We recrawl every tool in this directory daily. AI Insider is the 3-minute brief on what actually changed — pricing, features, score moves on our 36-point rubric — often before any press coverage. Sent daily. Skipped when nothing happened.