FAQ

Do I need to check my account daily for recommendations? How often can I expect to see new recommendations?

We update our algorithms each evening with new data from the markets. Our proprietary system can change each day but it really depends on your portfolio and how those holdings perform. You should use Wythdrawl’s latest data whenever you are making a new distribution request with a same-day optimization.
How much does it cost?

We are currently running on private preview. Sign up to get early free access for a limited time.
What do I need to do in order to get started?

Sign up! Plug in your portfolio and run an optimization for a given dollar amount you are looking to sell/distribute and let Wythdrawl do the heavy lifting for you.
What data is Wythdrawl looking at when making sell suggestions?

When making our suggestions on what to sell for distributions, we take a multi-factor ranking approach and evaluate each and all of your securities’ trading ranges, fundamentals, growth, and stability.
Does Wythdrawl do any trading or can they manage my portfolio?

No, Wythdrawl is a web-based service that does not trade or manage portfolios for clients.
Why is your system better than what I do now?

Do you, or your financial advisor, have a process for what they are selling and when to optimize your portfolio longevity? If you do have a formalized and unemotional process, then you are probably ok. Wythdrawl was developed specifically to put a data-driven process around the selling/distribution phase of portfolio management for our clients.
What security types do you cover?

We evaluate individual stocks, exchange traded funds, and mutual funds currently. We do not cover derivatives/stock options or individual bonds.