Wallace Finance

We created Wallace to give give everyday investors the power of Wall Street institutional funds. We kept hearing "I don't want XYZ stock in this ETF", or "I wish the Mag 7 wasn't so heavily weighed in this index". Wallace is the solution to those frustrations. Modify ETF holdings, customize market indexes, or create your own strategy with just a thought. All in a simple, easy platform. This has been a major passion project (that I have personally wanted) which turned into an SEC regulated robo-advisory platform, so I'd love to connect and talk with anyone who has questions or just wants to chat!

The idea of creating investment strategies from natural language is compelling. Curious how it handles backtesting — does it pull historical price data for strategy validation? For retail investors who think in thesis form rather than code, this could lower the barrier significantly.

Great idea, just curious what is the strategy based on? Any way of checking what data/cases were used in creating the strategies?

What excites me most is how Wallace closes the knowledge gap and executes on it for you. Most retail investors have great instincts but lack the tools. With Wallace, a thesis like "I think defense spending will surge" becomes a structured, weighted strategy, no finance degree needed. That's the real unlock.

Really interesting approach to democratizing custom investment strategies. The ability to exclude specific stocks from an ETF while keeping the rest of the portfolio diversified solves a real pain point. How does the dynamic rebalancing work when individual holdings change weight significantly?

The ability to exclude specific stocks from ETFs while maintaining diversification is a brilliant differentiator. Most retail investors feel locked into pre-built index compositions. Dynamic rebalancing combined with zero subscription fees makes this very compelling for the growing self-directed investor segment. Would love to see API access for building automated strategies on top of Wallace.

Great idea, just curious what is the strategy based on? Any way of checking what data/cases were used in creating the strategies?

Great idea, just curious what is the strategy based on?

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This is a really powerful idea. Giving users the ability to customize ETFs and strategies so easily can completely change how individuals approach investing. Love the focus on simplicity + control

Our goal in creating Wallace is to give ordinary investors the same strength as Wall Street institutional funds. We keep hearing feedback like:“I don’t want XYZ stock to be in this ETF,”or“I hope the Magnificent Seven don’t have such a heavy weighting in this index.”

it's interesting how ai can help in our investment decision

The ability to exclude specific stocks from an ETF while maintaining diversification is a genuinely underserved need. Most retail investors are stuck with pre-packaged index funds that include companies they'd rather avoid. The zero subscription fee model combined with no minimum account size makes this very accessible. One question: how does the dynamic rebalancing work when you modify index weights — is it triggered on a schedule or based on drift thresholds? That detail could be a key differentiator for more sophisticated users.

Love seeing more free finance tools out there. The custom strategy builder is a great angle — most people don't realize how much their returns differ based on allocation choices. Do you plan to add any educational layer to help beginners understand the risk/reward tradeoffs of the strategies they create?

The ETF customization angle is something a lot of retail investors actually want but have never had access to. Being able to exclude a specific stock while keeping the rest of the index intact is the kind of granular control that used to require a private wealth manager. Zero subscription fees and no minimum account size removes the last excuse not to try it.

What if the AI starts hallucinating when it’s trying to understand the strategy? What kind of risks are we going to face?

So cool! I love the UI / UX you got going on

A smart concept with clear appeal. Wallace gives retail investors a more flexible way to express investment views instead of being locked into off-the-shelf products. Custom strategy creation feels like the real differentiator here.