Ursa Invest 4+

A Curated Investing App

Ursa Financial, LLC

Designed for iPad

    • 4.8 • 14 Ratings
    • Free



Ursa guides investors to actively manage a diversified stock portfolio while requiring minimal experience or effort. Ursa takes the leg work out of investing by researching stocks, curating relevant news, and automating portfolio management while still offering portfolio decisions to users. It’s like bowling with bumpers!

Let us do the hard part!
- Guided: Build your personalized portfolio from our curated recommended list
- Research: Keep up with digestible insights to make your own stock moves
- Automated: Buying/Selling? Rebalancing? Diversification? Don’t worry, we got you!

Get started in less than five minutes!
1) Portfolio Strategy Match - Let’s find out what type of investor you are
2) Personalize Portfolio - Customize a recommended portfolio with our pre-vetted stocks
3) Set up Account - Open your account and securely transfer funds
4) Sit back and we’ll build your personalized portfolio!

- Benefit from our proprietary research on S&P 500 companies
- Get matched with a Portfolio Strategy
- Stock Matching System for recommendations for Swaps
- Build a diversified stock portfolio from our vetted recommended list
- Stay updated with digestible research and insights through our newsfeed
- Act on insights and swap stocks with others on our recommended list
- Track performance with our portfolio view
- Automate portfolio management tasks like buying, selling, and rebalancing

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! If you have any questions, please contact us at help@ursavest.com.

Important Disclosure Information:

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.

What’s New

Version 2.5.1

- bug fixes

Ratings and Reviews

4.8 out of 5
14 Ratings

14 Ratings

Commahawk ,

A Better Way to Play the Market

I’ve always wanted something between a robo-advisor and individual stock-picking, a way to make thoughtful bets on the market without the risk or time commitment of managing a bunch of individual stocks. Ursa is the closest thing I’ve found, it seems like they’re just getting started, but I’m already seeing great returns and watching the app get better every day. Buy low, sell high, right? Well this is a great time to get into Ursa and see how they build their company and my portfolio 🤑!

jaykaykayjay ,

Best way to learn about stocks!

This app is a game changer. I’ve been wanting to get more involved with stocks but had no idea where to start. I love how this app suggests top stocks and provides detailed analysis of how they are doing in the market and what to look out for. The app is easy to use and provides thorough stock updates easy for even a beginner like me to keep up with.

Davey4454 ,

My favorite investment app

Always wanted to invest more actively than something like Betterment, but I also tend to lose money when I fumble around with my own stocks.

This app is great! Gives me good recommendations that have been vetted and returns have been great!

App Privacy

The developer, Ursa Financial, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Identifiers

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Location
  • Contact Info
  • Identifiers
  • Sensitive Info
  • Diagnostics

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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