Twelve US portfolios of 20 stocks, with new target weights every week. Your clients, accounts and execution stay with you.
These are active portfolios, not index trackers. See each one’s one-year return and alpha. Returns come from our published model after 0.10% per trade and are not a forecast.
Give your clients professionally prepared stock portfolios, reviewed and rebalanced every week, while the client, the account and the execution stay with you.
Pick the strategies that fit your clients and the US listings your brokerage supports.
Review how your team will obtain the weekly targets, check availability and handle changes.
Clients pick a portfolio and follow its weekly changes through your platform, while the account, the relationship and the execution stay with you.
Clients at Saxo or IBKR? At Saxo we read the accounts you enrol, show how far each one has drifted and preview its rebalance; at IBKR, Trader Workstation imports our weekly file and creates the orders. How the Saxo and IBKR integration works. Any other platform connects through our JSON API, CSV files, webhooks or SFTP.
Spend more time with clients and less time assembling stock portfolios. Bring a disciplined model to your advice process, with discretion and the client relationship staying with you.
Choose the strategies that suit your advice offering and your clients.
Choose how your team will receive and review each update.
You decide how to apply the model to each account and retain responsibility for orders and execution.
Clients at Saxo or IBKR? At Saxo we read the accounts you enrol, show how far each one has drifted and preview its rebalance; at IBKR, Trader Workstation imports our weekly file and creates the orders. How the Saxo and IBKR integration works. Any other platform connects through our JSON API, CSV files, webhooks or SFTP. Client holds other investments in the same account? Set the strategy’s share of the account when you download the IBKR file: at 30%, each 5% target becomes 1.5%.
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.
Select the portfolios that complement your current offering.
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.
Your developers take each weekly decision from our JSON API, or receive it by webhook or SFTP, and your platform applies it to every client account that follows the portfolio. Integration details.
Three free months on your own platform. Run the whole range before you commit.
Every weekly decision with complete target weights, the portal, the files and the API, set up with our help. No payment details, no minimum term and no obligation to continue.
Send yourself one sample weekly update by email or WhatsApp. It does not sign you up for anything.
Email sample currently unavailable.
WhatsApp sample currently unavailable.
One sample per email address a day and per phone number a week. How sample information is used.
The authenticated JSON API supplies full portfolio targets, decision identifiers, dates and changes for entitled partners. IBKR Rebalance CSV, generic CSV and XLSX files are available through the partner API, individually or together in a ZIP; the IBKR TWS Rebalance import is paper-verified (22 September 2026). Public holdings and browser CSV downloads remain half-masked. IBKR file layout and verification.
We will confirm platform fit and instrument coverage before agreeing a launch workflow.
The IBKR TWS Rebalance import is paper-verified (22 September 2026) and the read-only Saxo connection is verified in Saxo’s simulation environment (28 September 2026); partner configurations remain unverified.
xPortfolios publishes dated target weights. Your firm controls client accounts, allocation decisions and trade execution.
Start with the portfolios that fit your clients. Your first three months are free.
Tell us which platform you use and we set it up with your team.