Quantbase: Platform Profile

Overview

Quantbase is an SEC-registered internet investment adviser offering discretionary, algorithm-based portfolio management.

That puts it on the managed side of this batch.

A Quantbase client does not merely create a rule and connect it to a broker.

The client completes a suitability questionnaire, chooses among eligible portfolio and risk options, grants investment discretion for allocated assets, and Quantbase manages the strategy while Alpaca provides the brokerage/custody layer.

Current portfolio categories disclosed in Quantbase's March 31, 2026 Form ADV include:

• Sentiment Portfolios;
• More Risk, More Reward Portfolios;
• Cryptocurrency Portfolios;
• Quantitative Portfolios;
• Classic Portfolios;
• Special Portfolios.

The range is unusually broad for a robo-adviser.

Some strategies are conventional diversified ETF portfolios.

Others can use leveraged ETFs, cryptocurrency, quantitative signals or specialized thematic rules.

May fit better for

• investors who want algorithmic portfolios managed on a discretionary basis;
• users interested in systematic strategies but not building their own trading bot;
• investors who want access to strategy creators through one managed platform;
• users comfortable with higher-risk portfolios;
• investors who value automatic rebalancing;
• U.S. residents who meet the platform's eligibility requirements;
• users who understand that a strategy's historical result is not a forecast.

May fit less well for

• investors seeking comprehensive financial planning;
• users who want to choose each security inside a managed Quantbase strategy;
• investors who want a single low-cost passive robo allocation only;
• users who cannot tolerate leveraged or cryptocurrency exposure in selected strategies;
• international investors;
• investors who assume the $0/month marketing line means investment management is free;
• users who do not want Quantbase to exercise discretion over allocated strategy assets.

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Quantbase is a current SEC-registered adviser

Current SEC Investment Adviser Public Disclosure identifies:

• Legal name: Quantbase, LLC
• CRD: 315414
• SEC number: 801-122782
• SEC registration: Approved

The March 31, 2026 Form ADV describes Quantbase as an internet-only investment adviser.

The adviser has actual discretionary management authority over the assets allocated to the advisory program.

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Advice is technology-driven and algorithm-based

The current Form ADV states that Quantbase's advisory service is technology-driven and algorithm-based.

The user still makes important choices.

Current disclosed client controls include:

• risk level;
• which portfolios to use;
• amount allocated to each portfolio.

Once invested in a portfolio, the customer cannot simply rewrite the individual security composition from inside the strategy.

This is a managed strategy marketplace, not a self-directed bot builder.

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Quantbase does not provide holistic planning

The current ADV states that Quantbase does not provide:

• financial planning;
• tax planning;
• estate planning;
• other holistic planning services.

That distinction matters because the platform can look like a broad digital wealth manager.

Its core service is investment strategy management.

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Alpaca is the brokerage/custody layer

Quantbase's Form ADV describes client brokerage accounts through Alpaca Securities LLC.

Client investments are held in a separate account in the client's name at Alpaca rather than at Quantbase.

Quantbase can have discretionary authority.

That does not mean Quantbase personally holds the securities.

SIPC protection belongs to the brokerage/custody relationship and does not protect against market loss.

Quantbase's disclosures separately caution that cryptocurrency investments are not protected by FDIC or SIPC.

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The live signup minimum is $50

Current Quantbase signup materials state:

• Current signup minimum: $50

They also state that users can withdraw and move between strategies rather than being subject to a traditional hedge-fund lockup.

Earlier relationship-summary material can state no account minimum.

For current onboarding, the live $50 signup statement is the more directly actionable reference.

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"$0/month" is an access-fee statement, not free management

Quantbase's current public pricing page says:

• Platform access fee: $0/month

It immediately separates that from:

• Applicable investment management fees: Yes

This is a critical cost distinction.

A customer can pay no separate software subscription and still pay an advisory fee on managed assets.

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Current base advisory fee schedule

Quantbase's March 31, 2026 Form ADV gives a typical fee schedule of:

• Typical advisory fee:
• "$0–$12,000": $20/month
• "$12,001+": 1.00% per year

The $20 monthly charge can be expensive as a percentage of a very small account.

Illustration:

• $20 × 12 = $240/year

On a $1,000 balance, that equals:

• $240 / $1,000 = 24%

before considering investment performance or underlying product costs.

That is not the expected customer balance or return.

It simply shows why a flat monthly fee should be evaluated relative to account size.

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Strategy-specific fees can override the simple table

The 2026 ADV added a strategy-by-strategy fee schedule.

Many strategies show:

• Strategy fee: 1% annual

But selected strategies have materially different economics.

Examples disclosed in the current brochure include:

• Volatis:
• Non qualified client: 3.5%
• Qualified client: 20% of profit above high-water mark
• Innotis AI Exposure Fund:
• Non qualified client: 3.5%
• Qualified client: 20% of profit above high-water mark

The selected strategy matters.

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Wrap-fee coverage does not include every investment cost

Quantbase's ADV describes a wrap structure in which transaction fees for securities trades through Alpaca are included in the management fee.

It also identifies costs that can sit outside that wrap arrangement, including:

• margin expenses;
• wire fees;
• ETF or mutual-fund expense ratios;
• spreads;
• exchange fees;
• regulatory fees;
• ADR fees;
• transfer taxes;
• other specified costs.

A wrap fee simplifies one cost layer.

It does not make every underlying asset or account action free.

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Some portfolios are materially higher risk than conventional robo portfolios

Current ADV portfolio categories include leveraged ETFs and cryptocurrency.

The current strategy table includes examples built around leveraged equity ETFs and tactical signals.

The label:

robo adviser

does not imply a conservative diversified allocation.

A managed algorithm can be aggressive.

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Past performance and model outputs need a strong

Quantbase publishes strategy histories, comparison data and risk scores.

Current disclosures state that performance material can be illustrative and may differ from actual results.

Risk scores are useful for comparing modeled or historical behavior.

They cannot establish the maximum future drawdown.

Assessment

Quantbase is one of the clearer examples of a genuinely managed algorithmic platform.

The customer chooses the risk/strategy lane, but Quantbase is the registered adviser and has discretionary authority over the managed portfolio.

That makes comparisons with Coinrule or Pionex.US misleading unless the legal responsibility model is preserved.

The biggest cost issue is not the headline $0/month access price. It is the advisory fee schedule, especially the $20 monthly charge on smaller balances and the strategy-specific fees that can be much higher than the standard 1% structure.

The biggest investment issue is strategy dispersion. Quantbase ranges from conventional diversified ETF portfolios to leveraged and crypto-based strategies. The brand-level review should not assign one risk profile to all of them.