For robo-advisors
Give clients another way to invest inside your existing service: a choice of active stock portfolios with weekly review. Keep your customer experience, accounts and fee schedule, with a fixed portfolio price from us.
One clear price
$250 per portfolio per month. Fixed. Cancel monthly.
Assisted onboarding is included.
A supported start
Connections to your portfolio engine are planned. We will agree and verify the workflow with your team before activation.
Select the portfolios that complement your current offering and supported markets.
Work with us to confirm how your platform will receive targets and apply your account controls.
Once the connection is verified, your clients choose inside your service and your platform controls execution.
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.
Entitled partners can retrieve full model targets, decision identifiers and changes through the authenticated API. Complete Rebalance CSV and spreadsheet files are also available through the partner API; IBKR compatibility is unverified. Public downloads stay half-masked.
The Alpaca Rebalancing adapter is planned in hosted and downloadable library forms. It will maintain model portfolio weights; partners will control account subscriptions and execution. No Alpaca sandbox verification has been completed.
IBKR platform import compatibility and guided Saxo workflows remain unverified. Email updates can be configured for opted-in staff; SMS and WhatsApp await provider activation. Webhooks, SFTP, the partner portal and the embeddable component are planned.
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.