Your own portfolio range, without a research desk.
Stand out from other brokers and win new clients with four active stock portfolios under your brand: three of US stocks and one of Saudi stocks. We pick the twenty stocks every week; your desk gets the new targets and the exact changes.
Five years against the index.
Each portfolio’s returns from one month to five years are published beside its index’s. See each portfolio’s full record.
What your brokerage gets
A range under your name
Three portfolios of large, mid-sized and smaller US companies and one of Saudi Exchange companies, ready to offer as your own.
No research desk to build
Our analysts review every weekly rebalance and our Chief Investment Officer approves it.
Made for Saxo and IBKR
At Saxo we show each account’s drift and preview its trades; at IBKR, Trader Workstation turns our file into orders.
Your clients stay yours
You keep the client, the account, the execution and your fees.
What your clients get
Portfolios with a record
Five years of results for each portfolio, published beside its index.
A finished portfolio
Twenty stocks, chosen and weighted, instead of picking shares one by one.
Every change in plain sight
Each week’s sells and buys, dated, and the full list of holdings.
Large, mid, small or Saudi
US companies of the size they want, or Saudi Exchange companies, each portfolio measured against its own index.
In front of your clients in three steps.
Pick your portfolios
One, several or all four.
Connect your platform
A read-only Saxo link, the IBKR file, or our API, files and SFTP for any other platform.
Offer them to clients
Each week your desk reviews the new targets and releases the trades.
Three free months on your own platform. Run the whole range before you commit.
Every weekly decision with complete target weights, the partner portal, the platform files and the API, set up with our help. No payment details, no minimum term and no obligation to continue.
The details
For your dealing, operations and compliance teams.
- The portfolios
- xPortfolios Large Cap Alpha, Mid Cap Alpha and Small Cap Alpha each hold 20 US-listed stocks at equal weights, chosen from the eligible members of the S&P 500, S&P MidCap 400 and S&P SmallCap 600 by residual momentum. xPortfolios Saudi Alpha holds 20 Saudi Exchange stocks the same way, chosen from the eligible members of the MSCI Saudi Arabia IMI 25/50. Each model book started with 100,000 in its currency (US dollars, or Saudi riyals for Saudi Alpha) in July, August or September 2021 and has never been topped up. Holdings, returns and risk.
- Every week
- Each basket is prepared on Saturday, reviewed by our analysts and approved by our Chief Investment Officer, checked against live prices and delivered before the close of the week’s first session: Monday’s US close, or Sunday’s Saudi Exchange close for Saudi Alpha. Orders placed to execute at that closing price match the model’s prices. How every rebalance is approved · Decision calendar.
- At Saxo
- A read-only connection: we cannot place an order. It serves the US portfolios, since Saxo does not offer Saudi Exchange shares. Every weekday at 23:30 UTC we read each enrolled account and flag it when a holding is more than 3 percentage points off target or more than 5% of the account would trade, with a whole-share preview of the sells and buys. You get a weights sheet for Saxo’s Model Manager, a next-day check of which accounts were rebalanced and one reminder after 3 US trading days. How it works at Saxo.
- At IBKR
- A Rebalance file for Trader Workstation: every current stock at its target and every stock just sold at 0%, so TWS sizes the orders on the account’s value. Holdings that are not in the file are left alone. Download it from the partner portal, the API, a ZIP of all portfolios or SFTP. IBKR guide.
- Other ways to receive it
- The same weekly decision through the partner portal, the JSON API, CSV and XLSX files, signed webhooks and read-only SFTP, with email and files for opted-in staff and WhatsApp alerts that carry no holdings. We confirm your platform setup and instrument coverage with your team before launch. Integration details.
- What stays with you
- These are standard model portfolios, the same for every recipient and not a personal recommendation. Your firm decides who they suit, sizes the positions, places the orders and keeps the client relationship and its fees.
- About the figures
- Returns are model results, not client accounts, after an estimated trading cost of 0.50% per purchase or sale. Each benchmark is an investable fund that tracks the index, with dividends reinvested and after its fees. Past model results are not a forecast.
Questions about your setup? Talk to us.