Ursa Invest vs Quantel

Welcome to first-class with your digital portfolio manager! Ursa’s recommendations algorithm automatically builds and actively manages personalized stock portfolios for you. You can think of Ursa as your digital investment manager. We offer: - Personalized portfolios built and managed by our recommendation engine - Digestible research and daily insights to better understand your portfolio - NEW: Macro research for everyone—no account required Stock and Market Research: As our recommendation engine builds and manages your portfolio, rest assured that it’s backed by our dedicated human team. Whether we’re training the algorithm, researching stocks, or evaluating overall economic trends, we’re bolstering our algorithm’s capabilities with a human touch. AI Recommendation Engine: Our algorithmic recommendation engine powers your investment portfolio. Craft a strategy and let our algo match you with recommended stocks to build your portfolio. Then, sit back as it manages your portfolio for you—finding better stocks to swap in, adjusting diversification allocations, rebalancing, etc. Macroeconomic Market Insights Even if you’re not ready to invest yet, learn how the broader market environment impacts stock markets—no account or subscription required. Stay on top of: - Fed policy - Inflation and employment - GDP growth and recession signals Easy to Invest: 1. Develop a Strategy – Personalize your investment strategy 2. Custom Portfolio – Build your portfolio with our stock recommendation algorithm 3. Invest and Sit Back – Our algorithm automatically manages your portfolio based on our research! Features - Match with recommended stocks - Automated portfolio management - Human-based, proprietary stock research - Develop a portfolio strategy with customizable preferences - Stay updated with digestible research and daily market insights - Access free macroeconomic updates without an account Data Security 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. Learn more at www.ursavest.com! Questions? Contact us at help@ursavest.com. Important Disclosures: Ursa Technologies, Inc. (“Ursa Technologies”) offers a software-based portfolio management platform to inform and teach users about investing. Investment management and advisory services are provided by its wholly owned subsidiary, Ursa Financial, LLC (“Ursa Financial”), an SEC-registered investment adviser. Ursa Technologies and Ursa Financial may be collectively referred to as Ursa. Ursa Financial’s investment advisory services are only available to residents of the United States and in jurisdictions where it is registered. This description profile is provided for informational purposes only and should not be considered an offer, solicitation of an offer or advice to buy or sell any securities. Past performance is no guarantee of future results. Any historical returns or expected returns are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content in this description profile is for informational purposes only and does not constitute a comprehensive description of Ursa Financial’s investment advisory services. Please refer to Ursa Financial’s Program Brochure for more information. Certain investments are not suitable for all investors. Before investing with Ursa Financial, please consider your investment objectives and Ursa’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to users of Ursa Financial by DriveWealth, LLC, an SEC registered broker-dealer and member FINRA/SIPC.

Quantel - Empowering Smart Investing for Everyone! Unlock the potential of smart investing with Quantel. Our app is your gateway to research, personalized investment advice, and expertly managed portfolios. Quantel seamlessly merges AI-driven models with seasoned human expertise, offering a holistic approach that blends quantitative analysis with qualitative judgment. Key Features: - Start Investing with Ease: Begin your journey to long-term wealth accumulation with as little as $500 per month. Witness your portfolio grow with intelligent investments. - Seamless Integration with Interactive Brokers: All investment management is facilitated through an account created exclusively for you at Interactive Brokers. Your funds remain securely held in your own brokerage account at all times. - Personalized Monitoring and Guidance: Link your external investments with Quantel to receive daily monitoring and expert guidance tailored to your financial goals. - Comprehensive Research: Dive into in-depth research on your favorite stocks and explore Quantel's weekly stock rankings to make informed decisions. Experience Quantel: - Investment Management: Achieve your financial goals with precision through our fully managed Investment Strategies. Our team combines cutting-edge technology and systematic investment expertise to craft bespoke portfolios that adapt to market trends. - Investment Advisory: Navigate the complexities of investing confidently with our Systematic Investment Advisory grounded in the science of Quantitative Finance. Receive personalized strategies and continuous guidance aligned with your financial goals and risk tolerance. - Investment Research: Stay ahead of market trends with actionable insights from our Systematic Investment Research. Access top picks across sectors, comprehensive analysis, and expert reports to make informed decisions. Get in Touch: Contact us anytime at contact@quantel.com. We're here to assist you on your investment journey with Quantel. DISCLOSURES: Quantel App and all its services are available to U.S. residents aged 18 and above, subject to account approval. All investments involve risk, including potential loss of principal. Investors should carefully consider their objectives and risks before investing. Third-party information provided for Quantel Investing is for informational purposes only and not intended as an offer or solicitation for the purchase or sale of any financial instrument. Quantel Financial Technologies LLC and Quantel Asset Management are wholly owned subsidiaries of Quantel AI, a registered Delaware C-Corp. Quantel App and Quantel Investment Research services are offered by Quantel Financial Technologies LLC. Quantel Investment Advisory and Quantel Investment Management are offered by Quantel Asset Management, an SEC registered investment advisor (CRD#: 311013)