Your personalized portfolio.
Automated.

Ursa does the research, curates relevant news and automates portfolio tasks empowering you to make stock decisions.

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Download the app to get started!

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Introducing Ursa
A curated content experience around a personalized portfolio.

Curated

We research stocks to curate our recommended list and share digestible insights.

Personalized

Customize your stocks based on your preferences. It's your portfolio, make it yours!

Guided

Learn through experience, but take comfort that we're always watching out.




Investing is a great way to grow your capital & doesn't need to be complicated.


How it Works

Step 1
Portfolio Match

Match to a portfolio strategy and customize your recommended portfolio.

Step 2
Open Account

Take 3 minutes to open a brokerage account with Ursa.

Step 3
Invest Funds

Securely link your bank account and transfer funds. Then sit back and we'll setup your portfolio.

Step 4
Grow Capital

Stay updated with our curated research and insights. Learn to invest by actually investing!


Data Security? Like Fort Knox.

We take security very seriously. We use bank grade security with 256-bit SSL encryption and securely store sensitive data with a SOC 2 compliant third-party secure data expert.


Frequently Asked Questions


We research S&P 500 companies (large U.S. companies) to find high-quality investments we believe will outperform the market over the long-term. Some common characteristics of companies we look for include:

  • Significant growth opportunities
  • Defendable competitive advantages
  • Strong balance sheets
  • High return-on-capital
  • Strong leadership teams
  • Attractive risk/return profile

From our research, we curate our recommended stock list consisting of our top 50 picks diversified across different sectors. We'll guide you to build an equal-weighted, diversified portfolio of 20 stocks selected from our recommended portfolio.


Our minimum balance to get started is $1,000.

However, how much you should invest depends on your own financial position. The general rule of thumb is to invest 110% minus your age in stocks. So based on the rule, if you're 25 years old, 85% (110% - 25) of your net worth should be in stocks. It's up to you how much of that you'd like to invest in Ursa.

Please note Ursa only invests in equity (stocks) and does not offer a complete diversified asset portfolio that includes other assets like fixed income.


To use Ursa, you will be opening a brokerage account with our custodian DriveWealth, LLC. We are both required by law (the U.S. Patriot Act) to collect information to verify your identity. In addition, your account will have gaines/losses that require tax documents to be reported and filed with the IRS.

We securely store your SSN with bank-level security through a third-party secure data storage expert that is SOC 2 compliant. Your social security number is encrypted and never stored on our servers.


To build a portfolio, you need to fund your account from a checking or savings account. We use Plaid to securely authenticate your bank details to enable ACH deposits and withdrawals. Plaid is a market leader in financial data and works with thousands of FinTech companies to facilitate data connections with financial institutions.

We never store your bank credentials nor account numbers on our servers.


We charge a 1% annual AUM fee monthly in arrears. Essentially we charge 1% of your average Ursa account balance for brokerage, custodial, investment advisory and other related services debited from your account at the end of each month. The AUM fee does not include other charges imposed by third-party financial institutions (see Fee Schedule).


Have more questions? Reach out to Ursa Help!


#Invest in Yourself

Get started today by downloading the app!

Download Ursa Now!