The platform now offers access to over 5,500 individual stocks and ETFs, enabling users to modify pre-built portfolios or construct new ones from the ground up. As users navigate their selections, Betterment integrates AI-driven analytics to surface data on sector concentration, geographic footprint, and overall portfolio diversification. This feedback loop aims to prevent the common pitfalls of retail stock picking while maintaining the firm’s core automated infrastructure.
In section Releases
Betterment Bridges DIY and Automated Investing with Custom Portfolios
Investors no longer face a binary choice between manual stock picking and platform-managed accounts. Betterment’s new Custom Portfolios allow users to hand-select individual securities while retaining automated tax-loss harvesting and rebalancing, effectively merging the control of self-directed trading with the efficiency of a full-service wealth platform.
CEO Sarah Levy noted that the move addresses a clear demand for greater autonomy within the company's existing ecosystem. By providing these granular controls, Betterment seeks to capture users who previously felt forced to leave automated platforms to pursue specific market interests. The feature is currently live for individual taxable accounts, with plans to expand availability to other account types in the near future. This expansion signals a broader push to position the firm as a single destination for both passive savers and active market participants, currently managing over $70 billion in assets for more than 1 million customers.
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