For brokers
Give your clients professionally prepared stock portfolios and a reason to stay engaged. Weekly rebalancing creates recurring commission opportunities, while the client, the account and the execution stay with you.
One clear price
$250 per portfolio per month. Fixed. Cancel monthly.
Assisted onboarding is included.
A supported start
Pick the strategies that fit your clients and the markets your brokerage supports.
Review how your team will obtain the weekly targets, check availability and handle changes.
Your team helps clients follow their chosen portfolios through your existing platform.
Assisted onboarding is included: tell us your platform and how your team works. We will agree the supported workflow and walk your team through a trial before you launch.
See an update before you connect
Try a single labelled sample. Samples do not enrol you in weekly updates. Entitled partners can receive portfolio details and files by email; SMS and WhatsApp alerts contain no holdings.
Sample. Half the holdings are masked. Partners receive the complete file.
A past saved decision illustrates the update. This is not a new trading instruction.
US Strong Leaders rebalance alert. Illustrative notification, no holdings or trade instructions. One-time sample; no subscription.
Open the portfolio preview ↗Email sample currently unavailable.
Coming soon — currently unavailable.
Coming soon — currently unavailable.
Email: one request per address per day. Phone: one request per number per seven days. Additional request limits apply. Provider acceptance does not confirm inbox or device delivery. How sample information is used.
Preparation starts Saturday at 12:00 UTC (16:00 Dubai). Sunday at 12:00 UTC rechecks readiness. Validated targets are prepared for the next regular local opening; holidays and daylight saving can change that time.
Download decision calendar ↓ Check publication status ↗
Calendar events are planned times, not confirmation of publication or execution. Daily valuation refreshes remain weekdays at 22:00 UTC.
The published calendar covers 26 preparation weeks from 19 September 2026. China opening dates are available through December 2026; later openings await confirmed exchange-calendar coverage.
Partner portal, Alpaca, embed, Webhooks and SFTP are planned.
The authenticated JSON API supplies full portfolio targets, decision dates and changes for entitled partners. Complete Rebalance CSV and spreadsheet files are available through the partner API; IBKR compatibility is unverified. Public holdings and browser CSV downloads remain half-masked.
Email notifications and shared files can be configured for opted-in partner staff. SMS and WhatsApp await provider activation. The branded partner portal, an embeddable portfolio component, the Alpaca adapter, Webhooks and SFTP are planned. We will confirm platform fit and instrument coverage before agreeing a launch workflow.
These guides use official documentation. Platform import and keyed-in workflows remain unverified in a partner configuration.
xPortfolios publishes dated target weights. Your firm controls client accounts, allocation decisions and trade execution.
Ready to grow your offering?
$250 per portfolio per month. Fixed. Cancel monthly.
Assisted onboarding is included.