Expert management unlocks the power of algorithmic trading
Systematic Implementation
Bots automate order opening and closing
Adaptive entries and exits based on liquidity
Dynamic Management
Bots are updated to adapt to market conditions
Learning models adjust entries based on shifting narratives
Customized Portfolios
Bot trading integrates at all levels of the portfolio
Capture nuanced options premia
Proven Technology
PeakBot has automated hundreds of millions of dollars of transactions for thousands of traders
Investment Philosophy
Learn more about how we use bots and where they fit in a portfolio:
Mark Phillips writes in The Till about why bots are a natural extension of Harvested Financial's opportunity capture.
Learn about how we incorporate liquidity and options structures into core portfolio holdings, opportunity capture, and digital assets.
Frequently Asked Questions
Harvested uses three primary PeakBot offerings in various allocations. The King Condor, SHORBO and Ben Bot figure into various different portfolios depending on risk and sizing. Read more bot details at PeakBot.
Harvested Financial works with Tradier Brokerage to custody clients assets and provide execution. They've been selected due to algorithmic capabilities and execution quality.
The primary focus of these strategies is generating short term premiums for absolute returns. We select stocks that have favorable setups based on several fundamental and volatility indicators.
Harvested Financial licenses PeakBot software on behalf of its clients to execute bot driven strategies. Harvested is responsible for managing positions post trade and making bot selections.
$50,000 for PeakBot only portfolios. Harvested Financial starts whole portfolio management services with accounts starting at $250,000.
The initial application should only take 10-15 minutes. After that both Harvested and Tradier will review your application, and may come back with questions. Keep an eye out for emails from either of them once you've submitted the initial form.
Once you have a funded account, you'll be able to see all your account balance details on this website by logging in. We're continuing to develop additional reporting.
Advisory clients will not be able to manage their own settings - that's our job! However, if you'd ever like to chat about allocations, we're all ears. Just hit the contact button below.
The short answer is no. Read more for the long answer, and what we can do with your existing account.
FINRA rules prevent clients from having more than one margin account per broker.
In order to open an account with Harvested Financial and trade the options spreads strategies, we require margin. Tradier requires a new advisory account for our client onboarding.
Available Options:
Option 1: Convert Current Account to Cash Account
- Close any existing options positions requiring margin (e.g. spreads)
- Follow the instructions in our margin removal guide
- This account will be limited to trading covered calls, cash puts, and purchasing equities
- You can open margin accounts with other brokers
- Funds can be transferred directly from your existing account
Option 2: Open a Different Account Type
- If you currently have an individual account, you can open a joint account; or vice versa
- Return to Personal Details to adjust your account type
Questions? Contact mark@harvestedfinancial.com
Fees
AUM: $50,000
PeakBot Software Fee
Monthly: $0
Harvested Financial AUM Fee
Annualized Rate: 0%
Account minimum is $50,000.
The minimum annual fee for Harvested Financial is $750.
Fees for both software and advisory services will be deducted directly from your brokerage account.
Get Started
Enter in your details to register for an account.
You'll receive an email with a secure login link, where you can set your password and begin the application process.
Harvested Financial is a registered investment advisor and is wholly independent of PeakBot. Harvested Financial will make its own decisions with regards to suitability and investment selection. Nothing contained on this page constitutes a recommendation or advice on securities or investment products. Should a client engage with Harvested Financial, they may be provided services which result in the licensing of PeakBot's software and the payment of licensing fees to PeakBot.