General Questions
xPortfolios is a platform that constructs and manages equity portfolios, delivering them to clients via API.
Our platform constructs and manages equity portfolios based on various investment strategies. These portfolios are then made available to clients through our API, allowing seamless integration with your existing financial systems, applications, or services.
xPortfolios is designed for financial institutions, wealth management firms, fintech companies, and other businesses that need to offer professional equity portfolio solutions to their clients or within their platforms.
No. We only provide the infrastructure. We don’t manage assets or provide advice or interact with your clients.
We charge a flat fee payable annually after a free one-month trial period.
Visit the “Pricing & Trial Access” page.
All features and functionalities are active during the trial period.
Security is our top priority. We employ industry-standard encryption, secure authentication mechanisms, and regular security audits. Our infrastructure is hosted on cloud providers with SOC 2 compliance and follows best practices for data protection.
Portfolio Construction
As of 31 December 2024, we currently manage 110 equity portfolios.
Our Conventional portfolios are Factor-Based (Value, Quality, Size, Income and Momentum) and Thematic (biotech, energy, cyber-security, defense, etc). We also offer Faith-based portfolios in the form of Shariah-compliant portfolios.
Each portfolio covers a single country. Our Thematic portfolios cover the US only and our Factor-based portfolios cover the following countries: USA, Canada, Mexico, Brazil, UK, France, Germany, Switzerland, Spain, Poland, Norway, Sweden, Turkiye, China, Hong Kong, India, Taiwan, and Malaysia. Our Islamic portfolios cover: USA. UK, Canada, Australia, France, Switzerland, China, India, Hong Kong, Taiwan, and South Korea.
New portfolios can be generated according to your needs.
The portfolios are rebalanced monthly or quarterly, depending on strategy.
You will be notified by email and through the API system.
Currently, we only offer equity portfolios.
API Integration
No, you can access our portfolios through the Web or Excel.
Usually a week or two after agreement confirmation.
Yes, our portfolios are delivered in JSON, CSV and Excel formats.
New portfolios can be generated according to your needs.
Our API Ecosystem shows our endpoints and demonstrates examples of results. You’ll be provided with dedicated engineers to help with implementation.