# CleverAlpha Asset Management (cleveralpha.com)

Builds and manages diversified ETF portfolios automatically, rebalancing them against a rules-based allocation set by time horizon and risk tolerance.

- Atlas card: https://inite.ai/en/atlas/cleveralpha.com
- Site: https://cleveralpha.com
- For: individual investors wanting low-fee, automated diversified ETF portfolios without a traditional advisor
- Categories: finance
- Use not measured/100 · alive 100/100

## Used for

- open a brokerage, IRA, or rollover account online
- compare advisory fees against a traditional advisor
- run retirement, Social Security, and 529 college savings planning tools

## Price

- from 0.25 USD/year, no free plan (read 2026-11-03 on https://cleveralpha.com/#pricing)

## For developers

- OpenAPI: https://cleveralpha.com/openapi.json (1 paths)
- MCP server: com.cleveralpha.www/calculators (namespace; open on 2026-11-03, 9 tools)
- Read 2026-11-03

## MCP server, measured daily

Server: https://cleveralpha-calculators.vercel.app/api/mcp, checked every day since 2026-11-03 (1 checks).

- Answered: measuring, 1 daily checks so far
- Median first answer: 193 ms
- Sign-in: none
- Context its tool definitions take: about 3584 tokens (9 tools)
- Tool definitions: A, 100/100
- Method: https://inite.ai/en/atlas/mcp/report

## Your data

- Certifications stated: ccpa
- Read 2026-11-03

---

Source: INITE Atlas, https://inite.ai/en/atlas/cleveralpha.com. JSON: https://inite.ai/api/atlas/cleveralpha.com. MCP: https://inite.ai/api/mcp (atlas_lookup).