Fully managed portfolios, inside your app.
Differentiate your app and attract new users with four active stock portfolios: three of US stocks and one of Saudi stocks. We pick the twenty stocks every week; your platform takes the new targets by API.
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 platform gets
A reason to choose your app
An active stock line beside your ETF portfolios, for clients who want more than the index.
No investment team to hire
Our analysts review every weekly rebalance and our Chief Investment Officer approves it.
Built for your engineers
Targets by JSON API, signed webhook or SFTP, each with a stable ID, so a missed week can be recovered.
Your app, your rules
You keep the customer experience, suitability checks, accounts, execution and fees.
What your users get
A step beyond the index
An active portfolio beside their passive ones, without leaving your app.
Twenty stocks, no black box
Every holding, its weight and each week’s changes, for you to show them.
Large, mid, small or Saudi
Three portfolios of different-sized US companies, each measured against its S&P index, and one of Saudi Exchange companies, measured against the MSCI Saudi Arabia IMI 25/50.
A record since 2021
Every portfolio’s results are published on our site, beside its index.
Live in your app in three steps.
Pick your portfolios
One, several or all four.
Connect your platform
Your developers take each weekly decision by API, webhook or SFTP. We help you test it during the trial.
Offer it in your app
Your users choose a portfolio; your platform rebalances their accounts.
Three free months. Connect your platform and run the whole range before you commit.
Every weekly decision with complete target weights, the API, webhooks, SFTP and the partner portal, set up with our help. No payment details, no minimum term and no obligation to continue.
The details
For your product, engineering 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.
- Integration
- Full targets, decision IDs, dates and changes through the authenticated JSON API (reference, OpenAPI). Signed webhooks and read-only SFTP are available to configured partners; webhooks are signed with HMAC-SHA256 over the timestamp and the exact body, and retried after 1, 5, 30 and 120 minutes. Stable decision IDs let you recover a missed week. Python sample consumer · signature verifier · integration details.
- 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.
- Files and alerts
- CSV, XLSX and IBKR Rebalance files for each portfolio, alone or together in a ZIP; a branded partner portal; email with files for opted-in staff and WhatsApp alerts that carry no holdings.
- 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.