What SmarttBot does

SmarttBot operates a cloud-based automated trading platform purpose-built for Brazilian retail and SMB day traders executing on the B3 stock exchange. Founded in March 2011 in Belo Horizonte (legal entity Soluções de Software Inteligentes S.A.), the company has operated for over 15 years and reports more than 300,000 registered investors, 20,000+ simultaneously running robots, and over 2 million mini contracts negotiated per month on B3. The platform allows users to either build no-code trading robots using pre-configured strategy templates, backtest strategies against real historical market data, or subscribe to professional strategies through the SmarttStore marketplace, with execution routed through integrations with 14+ of Brazil's largest brokerages including XP, BTG, Banco Inter, Clear, Guide, ModalMais, Mirae Asset, and Rico.

The core product is a browser-delivered SaaS platform with no software installation, supporting TradingView-powered charts, multi-robot portfolio management, ranking-driven strategy discovery, and Trade Sincronizado for replicated signal execution. Following a February 2022 merger with Bússola do Investidor S.A., SmarttBot expanded into adjacent products including SmarttIR (income tax calculator with DARF generation for variable income investors), SmarttPass (subscription investment service), SmarttInvest, and Carteiras Multi Robôs (multi-robot wallets). The company operates under regulatory oversight from CVM, BSM, and Apimec and states alignment with Brazil's LGPD data protection framework.

SmarttBot monetizes through tiered monthly/annual platform subscriptions (R$199–R$1,299/month with 20% annual discount), marketplace commissions on third-party strategy subscriptions sold via SmarttStore (R$149–R$797/month), a Strategist Partner Program where independent traders commercialize their strategies, and separate SmarttIR subscription fees. Go-to-market combines product-led growth (free trial, self-service onboarding), channel partnerships through integrated brokerages, and community-led acquisition via YouTube, SmarttBlog, Instagram, Telegram, and public robot rankings. Headcount is 51–100 employees with no publicly disclosed venture funding rounds.

Name

SmarttBot

Legal name

SmarttBot – Soluções de Software Inteligentes S.A.

Website

https://smarttbot.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

51–100 employees

Short description

SmarttBot is a cloud-based platform that lets Brazilian retail and SMB investors automate day trading on the B3 stock exchange via configurable trading robots, integrated with 14+ brokerages and complemented by a marketplace of professional trading strategies.

Ownership category

akta.pro rank

Headquarters

HQ city

Belo Horizonte

HQ country

Brazil

HQ region

Latin America

Offices3 records

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Platform Subscription Plans: Monthly or annual subscription fees for platform access with tiered plans offering different capabilities: robot creation limits, following limits, mini-contracts per trade, and backtesting features. Plans range from R$199/month (Seguidor) to R$1,299/month (Estrategista) with 20% annual discount.
2. SmarttStore Marketplace Commission: Revenue from marketplace where third-party strategy developers sell their trading robots. SmarttBot takes a commission on strategy subscriptions sold through the platform, ranging from R$149/month (Hórus) to R$797/month (Universe DOL).
3. Strategist Partnership Program: Partnership model where strategy creators sell their setups through the official SmarttBot store, with SmarttBot providing technology infrastructure, marketing support, and audience access.
4. SmarttIR Tax Calculator Subscription: Separate subscription product for tax calculation services. Plans include annual options at R$359.88/year (Annual IR) and R$839.88/year (Annual IR Advanced), plus monthly and single-month options.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

SmarttBot provides a cloud-based platform for automated day trading on the Brazilian B3 stock exchange, enabling users to create, configure, and run trading robots (robôs-traders) that execute buy and sell orders without manual intervention. The platform integrates with 14+ major Brazilian brokerages and offers a marketplace where third-party professional strategists sell their automated trading strategies.

Product overview

SmarttBot operates as a comprehensive automated day trading platform ecosystem, combining a core cloud-based trading robot platform with multiple integrated modules and companion products. The flagship SmarttBot Platform enables users to create or subscribe to trading robots that automatically execute day trades on the Brazilian B3 exchange. The platform's modular architecture includes SmarttPlay subscription tiers for following professional strategies, a Marketplace (Loja de Estratégias) for purchasing third-party robots, the Backtesting tool for strategy validation, a Ranking system for performance comparison, Portfolio management for multi-robot analysis, Manager for strategist commercialization, and Trade Sincronizado for real-time signal replication. Following its 2022 fusion with Bússola do Investidor, the ecosystem expanded to include SmarttIR (tax calculation), SmarttPass (subscription investment), SmarttInvest, and Carteiras Multi Robôs (multi-robot portfolios). Users can choose from three subscription plans (Iniciante, Entusiasta, Estrategista) that tier access to robot creation limits, contract sizes, and premium features.

Differentiator

Problem solved

Functional benefit

Brands

• SmarttBot 2.0: Nova versão da plataforma de day trade automatizado da SmarttBot com tecnologia atualizada.
• SmarttIR
• SmarttInvest
• SmarttPlay

Products and services

• SmarttBot Platform Cloud-based automated day trading platform that allows users to create, configure, and run trading robots executing buy and sell orders automatically on the B3 stock exchange through integrated brokerages.
• SmarttPlay

Quantifiable outcome

• Users have 10X more chances of obtaining positive results in day trade (FGV 2020 study)
• +2 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability2 records

Feature8 records

Partnerships

20 partnerships are on record, tiered core, flagship and minor.

• XP InvestimentoscoreTechnology or IntegrationXP Investimentos is one of the 14+ integrated brokerages on the SmarttBot platform. Users can connect their XP accounts to execute automated trades through SmarttBot robots.
• BTG PactualcoreTechnology or IntegrationBTG Pactual is integrated with SmarttBot allowing automated trading execution for BTG clients using the platform's robots.
• Banco IntercoreTechnology or IntegrationBanco Inter is integrated with SmarttBot for automated trading services.
• Guide InvestimentoscoreTechnology or IntegrationGuide Investimentos is a connected brokerage partner offering SmarttBot automated trading to its clients.
• ClearcoreTechnology or IntegrationClear brokerage integrated with SmarttBot for automated trading execution.
• ModalMaiscoreTechnology or IntegrationModalMais is an integrated brokerage partner of SmarttBot.
• Mirae AssetcoreTechnology or IntegrationMirae Asset brokerage offers SmarttBot automated trading integration.
• RicocoreTechnology or IntegrationRico brokerage is integrated with SmarttBot platform.
• Futuro JáflagshipStrategic or Co-development PartnerFuturo Já, founded by Marcel Malio, is a flagship partner strategist developing trading robots for SmarttBot. Key strategies include Universe DOL 3.0, Day Trader Universe, and others. Marcelo has 10+ years of trading experience.
• TopBotflagshipStrategic or Co-development PartnerTopBot, led by Fernando Resende (CEO/CPO), develops Lynx and Orion Discovery WDO Trend strategies. Fernando has 15+ years of trading experience and background in systems engineering.
• Vulpis InvestimentoscoreStrategic or Co-development PartnerVulpis (Latin for fox) is a partner strategist offering Bronze, Silver, and Gold tier strategies. Name references the expression 'smart as a fox' for practical analysis knowledge.
• Ruann Marques Robôs InvestidorescoreStrategic or Co-development PartnerRuann Marques is a partner strategist and former SmarttBot user who started creating strategies after building a YouTube channel. Developed Hórus 2.0 strategy for mini dollar trading.
• Professor Su Choung WeicoreStrategic or Co-development PartnerPartner strategist with educational.capital offering trading strategies through SmarttBot.
• XNew InvestimentoscoreStrategic or Co-development PartnerXNew is a partner strategist offering technical analysis-based strategies (Mustang, Maverick, Dodge) for variable income and cryptocurrency markets.
• L&S QuantcoreStrategic or Co-development PartnerL&S Quant is an official partner strategist on SmarttBot, offering quantitative trading strategies.
• Quantic TradingcoreStrategic or Co-development PartnerQuantic Trading is an official partner strategist on the SmarttBot platform.
• SEED-MGminorOthersStartup accelerator from Minas Gerais that accelerated SmarttBot in May 2014, providing early-stage support and mentorship.
• Google Campus São Paulo (inovaBra)minorOthersGoogle Campus São Paulo accelerated SmarttBot in August 2016 as part of the inovaBra program, providing international startup ecosystem access and mentorship.
• B3 (Brazilian Stock Exchange)coreTechnology or IntegrationB3 is the Brazilian stock exchange where SmarttBot executes automated trades. SmarttBot processes over 2 million mini contracts monthly on B3.
• TradingViewcoreTechnology or IntegrationTradingView provides integrated charting technology within the SmarttBot platform, offering versatile technical analysis tools and high-performance data flow.

Scale indicators14 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• MetaTrader (MetaQuotes): Global retail automated-trading platform widely used for algorithmic strategy execution. Although not Brazil-native, it competes for the same automated-trading workflows and offers a marketplace of expert advisors analogous to SmarttBot's robot marketplace.
• TradeStation: Multi-asset retail brokerage and trading platform with deep automated-trading, backtesting, and strategy-development tooling. Directly comparable to SmarttBot's combination of automated execution, strategy creation, and brokerage integration.
• NinjaTrader: Retail-focused automated futures and equities trading platform with strategy-building, backtesting, and brokerage connectivity. Comparable to SmarttBot in offering cloud-accessible automated day trading with a strategy marketplace.
• Nelogica (Profit): Brazilian provider of the Profit trading platform, the most direct domestic competitor to SmarttBot in retail automated day trading. Both target Brazilian retail traders on B3 with chart-driven, strategy-execution platforms and partner broker integrations.
• Tryd: Brazilian retail trading platform offering automated order execution, strategy creation, and brokerage integration for B3 day traders. Directly competes with SmarttBot in the same Brazilian retail automated-trading category.

Emerging players

• ZuluTrade: Multi-asset copy-trading platform connecting retail investors to signal providers. Functionally similar to SmarttBot's SmarttStore/Trade Sincronizado marketplace, though serving a global rather than Brazil-only audience.
• eToro: Global copy/social-trading platform where users can replicate professional traders. Comparable to SmarttBot's marketplace-driven, copy-trading experience, though eToro spans multiple asset classes globally while SmarttBot focuses on Brazilian equities/derivatives.

Broad incumbents

• Clear Corretora: Major Brazilian retail brokerage integrated with SmarttBot. Operates proprietary trading tools and a large retail customer base, giving it scale advantages and the strategic option to build competing in-house automation.
• XP Investimentos: Largest Brazilian brokerage and a SmarttBot integration partner. Operates its own proprietary trading platforms and educational content, making it both a distribution channel and a strategic incumbent that could insource automated trading.
• Interactive Brokers: Global multi-asset broker whose IBKR API and Trader Workstation support sophisticated automated trading. While much broader than SmarttBot, it serves overlapping sophisticated retail and professional trading audiences and competes for the same wallet share.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/smarttbot
• YouTubeyoutube.com/user/smarttbot
• Facebookfacebook.com/Smarttbot
• LinkedInlinkedin.com/company/3072416
• Instagraminstagram.com/smarttbot

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SmarttBot