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STRATxAI is the only end to end investing platform, offering data driven investment strategies and automated portfolio execution suitable from novice to expert.
STRATxAI makes it easy to gain confidence as a retail investor with a suite of pre-built investing strategies and 1-click portfolio creation.
While seasoned retail investors can intuitively create, test and trade their own investing strategies with no-code hedge fund style pro-tools.
STRATxAI has opened up what was formerly confined to hedge funds, financial institutions or those with extensive coding and data science expertise and made it available to all investors.
Time to stop random stock picking, leave emotion at the door and start investing for long term gain.
Want to know more? There are a range of educational content and tutorials in our Learn area.
STRATxAI follows the Quantitative investing method, designed by humans, constructed on algorithms and proven over time to produce higher risk-adjusted returns than traditional active managers.
With STRATxAI you can start for Free with no credit card needed. So you can begin your journey as a retail investor and build your confidence without any cost or commitment. You can try out our Xplore pro-tools and test the platform for free too.
Our model is simple plans, low monthly prices. Change or cancel whenever you need. Plans are structured to suit every level of investor with augmentation packages available.
Visit our pricing page.
Our company founders embarked on their journey as AIKIDO. So even our earliest users have experienced the strength of Strategy powered by AIKIDO and data. Now as STRATxAI we can empower retail investors everywhere with the strategies, tools, and knowledge to invest like a pro.
STRATxAI is now the only end to end investing platform that enables retail investors from novice to expert to achieve their investing goals.
STRATEGY is the bedrock of successful investing and it is often the most complicated and unavailable element. Harnessing the power of data and computing to bring trusted and proven strategies to every investor is what sets STRATxAI apart from the competition. Our Artificial Intelligence specialists are now bringing the power of machine learning to the platform with very exciting things to come in AI.
With our technology, the complex STRATA, the many layers of financial historical data are combined and refined to inform your unique trading strategy.
Knowledge is power, so let's STRATIFY. Our mission is to support every investor along the journey with the knowledge, skills and tools they need to achieve their own investing ambitions and grow their wealth.
STRATxAI follows the Quantitative investing method, designed by humans, constructed on algorithms and proven by data over time to produce higher risk-adjusted returns than traditional active managers.
STRATxAI focuses on a form of quantitative investing known as Factor Investing and our quants do all the hard work so you don’t have to. Quants extract intelligence from financial data to make smarter asset allocation decisions ie. exploit data to produce outperformance - alpha.
There are multiple benefits to the STRATxAI investing method
• Enhanced diversification
• Uncorrelated market outperformance (alpha)
• Better risk management
Did you know.. Quantitative investing is one of the fastest-growing areas in finance!
• 6 out of 10 of the top performing hedge funds are quant firms.
• 86% of hedge fund managers expect the number of quant fund managers to increase..
• 90% of trades are made by computers on a typical trading day
Want to know more? There are a range of educational content and tutorials in our Learn area.
Quite simply No.
If you are still day trading, let us help you embrace the time saving and more successful method of data driven quantitative investing.
Time to stop random stock picking, leave emotion at the door and start investing for long term gain.
STRATxAI is the only end to end investing platform, offering data driven investment strategies and automated portfolio execution suitable from novice to expert.
The Quantitative investing method, designed by humans, constructed on algorithms and proven over time to produce higher risk-adjusted returns than traditional active managers.
STRATxAI offers seamless integration with the following stockbrokers for automated investing.
Once you have an account set up with these stockbrokers integration is quick and intuitive, just click Add Integration on your account dashboard.
You can add multiple integrations and live trade multiple portfolios at a time.
See the following How to Guides if you need additional help or for troubleshooting.
Stockbroker integration is available to customers subscribed to:
STRATxAI offers seamless integration with the following stockbrokers for automated investing.
Once you have an account set up with either of these stockbrokers, integration is quick and intuitive, just click Add Integration on your account dashboard.
You can add multiple integrations and live trade multiple portfolios at a time.
See the following How to Guides if you need additional help or for troubleshooting.
Stockbroker integration is available to customers subscribed to:
You can connect the following crypto exchanges with STRATxAI:
Yes, STRATxAI offers both pre-built investment strategies and the intuitive pro-tools to clone or create their own.
Stocks and ETFs:
Use Xplore pro-tools to create, clone, test and invest in quantitative investment strategies for both Stocks and ETFs.
Read more about Xplore in our user guides.
Cryptocurrency:
Set up Dollar Cost Average bots to invest in set amounts at set intervals. Available to users subscribed to STRATxAI Established, Xplorer and Xtra plans.
Read more about Crypto DCA in our user guides.
Backtesting is a method for seeing how well an investment strategy might have performed historically. Backtesting assesses the viability of a quantitative strategy by discovering how it would play out using data. If backtesting works, investors may have the confidence to employ it going forward. Backtesting simulates a strategy as if it were used at the time.
STRATxAI backtests over the last two decades to ensure the long-term performance of the investment strategies provided. We have in-house quantitative architecture and use Factset as our data provider, providing us with 116 gigabytes of global financial information, across 326 exchanges, going back to 1980.
There are a few important factors/biases that should be addressed and accounted for when building a backtester. Those are:
Rebalancing your portfolio is an important part of managing your investments. Rebalancing means buying and selling positions in your portfolio to get back to your original asset allocation. When one asset class significantly outperforms another, your portfolio drifts from its starting allocation. The quality of the quantitative signal also deteriorates over time and needs to be refreshed.
For stock-pickers, this can be a laborious process. However for quants this process is very structured and replicable.
Every quant strategy has a rebalance period (usually every month); when rebalance is due you will be notified by email, but should make a point of logging in yourself frequently.
At rebalance, you will see the list of stocks/shares/ETFs to buy/sell and can execute these Manually or can send those orders to your connected broker with the click of a button.
You can get started with STRTATxAI without having any funds to invest. Using 1-click paper you can discover what it is like to invest in any of the pre-built strategies, using a hypothetical $10k. Watch the real time performance of your portfolio and enjoy 1-click rebalancing in a simulated trading environment.
Once you are ready to create a stock or ETF portfolio with your stockbroker, you can execute a Manual trade or a Live trade if you are connected.
The minimum investment amount varies per strategy as the exact screen of stocks and their stock prices changes from moment to moment. In a stock strategy there are usually 15-20 stocks to buy for your diversified portfolio which will usually require you to have $1000 - $2000 available in your stockbroker account.
Paper trading is the practice of simulated trading so that investors can practise buying and selling securities without the involvement of real money.
You have two options to paper trade with STRATxAI:
STRATxAI 1-Click Paper*
Using 1-click paper you can discover what it is like to invest in your investment strategies, using a hypothetical $10,000. Watch the real time performance of your portfolio and enjoy 1-click rebalancing in a simulated trading environment.
*This is available to all users of Beginner, Established and Xplorer and would not contribute towards plan trading limits.
IBKR Paper broker account**
Connect users with Interactive Broker accounts can integrate as many sub accounts as they like. This includes their IBKR paper account. You can test all the capabilities of STRATxAI integration and simulated investing of $1,000,000 hypothetical funds in your IBKR account.
**Note that this would be identified as Live Trading with STRATxAI and would require a user to be signed up with Established or Explorer and have augmented their core plan with Connect. All trading limits would apply.
(Paper Trading is not offered by Alpaca Markets)
STRATxAI is a global platform and can be used around the world.
The quantitative stock investment strategies currently contain US stocks only, but we will be introducing global strategies in the coming year.
ETF investment strategies contain US ETFs only for this first release. For now, EU and UK domiciled retail investors will need to identify and trade the nearest equivalent in EU ETFs. For more on this read our guide on EU UCITS regulations in the Xplore user guides.
For any other specific country restrictions, see our T&Cs.
The list of stocks and ETFs generated by a strategy algorithm is totally dynamic and is updated every 15 minutes based on real time data.
You can join the STRATxAI online community forum on Discord.
Share your knowledge, discuss quant investing, exchange investing ideas and even share your own personalised strategy tearsheets.
This is an online community forum started by STRATxAI for our users. STRATxAI are available as moderators, will post announcements or share early news on the forum. However for support or account queries contact us directly.
Access the Discord community here.
STRATxAI offers pre-built trusted Stock and ETF strategies.
As well as the pro-tools to create your own Stocks, ETFs and cryptocurrencies investment strategies.
Dollar-cost averaging (DCA) is an investment strategy where you invest a set amount of money at a specified time interval. This results in the reduced impact of volatility of a particular asset on your overall investment. Dollar-cost averaging removes the high risk of attempting to predict the purchase and sale of selected assets at their best prices.
For detailed guide go our User Guides in Learn.
Your quick summary follows:
1. Connect your crypto exchange
2. Select the coin(s) you want to DCA
You can select from the 100 largest coins by market cap, or choose a pre-built Coin Collection.
If multiple coins are selected, the portfolio is equal-weighted.
3. Choose the DCA frequency
4. Choose the DCA amount ($)
You can read each strategy definition on the pre-built trusted investment strategies and see if it suits your risk profile.
Please make use of our "Learn" section where you will find articles and how to guides on everything from Getting Started to setting a Risk Budget, Understanding Quant and Factor Investing and much more.
STRATxAI have an ever growing library of guides, articles and additional educational material to help you upskill and improve your knowledge of quantitative investing. Check it out in the Learn area.
If you need support, please fill in our Contact Us form.
Your query will be instantly assigned to the relevant team. We endeavour to respond on the same working day on business days. For more complex queries, please allow additional time for response.
Discover what it is like to trade, with the ease of pre-built investment strategies. We offer a full catalogue of ETF and Stock/Equity data driven investment strategies. Created by STRATxAI hedge fund veterans and proven by decades worth of the worlds best financial data.
Choose any Stock or ETF pre-built investment strategy and create a 1-click Paper portfolio. The data-driven strategy identifies the best group of stocks or ETFs for your portfolio, which will be funded by a hypothetical $10k. With just a few clicks you will have started for free the journey towards becoming a retail investor. Sit back and watch the performance of this Paper portfolio in a simulated trading environment. Keep your portfolio healthy with monthly 1-click rebalancing. This keeps your portfolio in sync with the strategy.
Try out Xplore pro-tools to build your own investment strategy. Access the pro-tools formerly confined to financial institutions and hedge funds. Invent, create, clone, test and even share your own ETF or Stock investment strategy ideas. Test your theories (backtest) thanks to STRATxAI powerful computing and two decades worth of the world's top financial data.
Beginner includes
3x 1-click Paper portfolios for use with pre-built strategies
3x backtests per month for discretionary use across Xplore Stock and ETFs
3x Xplore strategy filters in both Xplore ETF and Xplore Stocks
1x saved Xplore ETF strategy
1x saved Xplore Stocks strategy
Trade for real, with the stockbroker of your choice and enjoy the ease of pre-built investment strategies. Choose from the full catalogue of ETF and Stock/Equity data driven investment strategies. Created by STRATxAI hedge fund veterans and proven by decades worth of the worlds best financial data. The data-driven strategy identifies the best group of stocks or ETFs for your portfolio. Use your Manual Portfolio Manager for simple side by side guided trade executions. Keep your diversified portfolio healthy with monthly guided rebalancing, execute the supplied orders to keep in sync with the strategy.
Unlimited 1-click Paper Portfolios. Choose any stock or ETF pre-built investment strategy and create a 1-click Paper portfolio. Instantly creating your portfolio with the best group of stocks or ETFs based on real time data and funded by a hypothetical $10k. Follow the performance of your Paper portfolio’s in a simulated trading environment and enjoy simple 1-click rebalancing. This keeps your portfolio in sync with the strategy.
Try out our Xplore pro-tools to build your own investment strategy. Access the pro-tools formerly confined to institutions and hedge funds. Invent, create, clone, test and even share your own ETF or Stock investment strategy ideas. Test your theories (backtest) in a moment thanks to STRATxAI powerful computing and two decades worth of the world's top financial data.
Invest in Cryptocurrency with Dollar Cost Averaging (DCA), a very simple way to invest in a set amount at set intervals. An ideal way to decrease volatility and invest for the long term. Connect with your crypto exchange for automated investing. Integration available with Binance, Kraken, Kucoin and Coinbase Pro.
Established includes:
Trade alongside the stockbroker of your choice
Manual guided portfolio management
Manual guided rebalancing
Unlimited Manual Portfolios for use with pre-built strategies
Unlimited 1-click Paper portfolios for use with pre-built strategies
Manual trading up to $100k portfolio value
2x Dollar Cost Averaging bots for Cryptocurrency
3x backtests per month for discretionary use across Xplore Stock and ETFs
3x Xplore strategy filters in both Xplore ETF and Xplore Stocks
1x saved Xplore ETF strategy
1x saved Xplore Stocks strategy
Master the investing world and trade your own Xplore strategies for real, alongside the broker of your choice. Clone the pre-built strategies, tweak and test to improve the returns even more. Totally invent, create and test your own Stock and ETF investment strategies. each strategy. Enjoy real time data and analysis, shareable tearsheets and full IP of your own invented Xplore strategies.
Create linked Manual Portfolios and real trade your own saved Xplore strategies or pre-built strategies. Use your Manual Portfolio Manager for quick side by side guided trade executions. Confidently trade data driven Stock and ETF investment strategies created by humans and proven by decades worth of the worlds best financial data. The data-driven strategy identifies the best group of stocks or ETFs for your portfolio. Keep your diversified portfolio healthy with scheduled guided rebalancing, execute the supplied orders to keep in sync with the strategy.
Unlimited 1-click Paper Portfolios. Set your saved Xplore strategies or pre-built strategies up in a safe simulated trading environment funded by a hypothetical $10k. Your instantly created portfolio will include the best group of stocks or ETFs based on real time data. Follow the performance of your Paper portfolios in a simulated trading environment and enjoy simple 1-click rebalancing to keep your portfolio in sync with the strategy.
Invest in Cryptocurrency with Dollar Cost Averaging (DCA), a very simple way to invest in a set amount at set intervals. An ideal way to decrease volatility and invest for the long term. Connect with your crypto exchange for automated investing. Integration available with Binance, Kraken, Kucoin and Coinbase Pro.
Xplorer includes:
Portfolio creation for saved Xplore Stocks and ETF strategies
Unlimited Manual Portfolios for use with pre-built strategies
Unlimited 1-click Paper portfolios for use with pre-built strategies
Save 5 Xplore ETF strategies to create Manual or paper portfolios
Save 5 Xplore Stock strategies to create Manual or paper portfolios
25x backtests per month for discretionary use across Xplore Stock and ETFs
3x Xplore strategy filters in both Xplore ETF and Xplore Stocks
Manual guided portfolio management
Manual guided rebalancing
Manual trading up to $100k portfolio value
2x DCA: Dollar Cost Averaging bots for Cryptocurrency
When you integrate your stockbroker with STRATxAI you truly benefit from the ultimate in automated investing. Trade multiple Live portfolios at once, with automated market orders and direct trade execution in your broker.
STRATxAI currently offers seamless integration with both Interactive Brokers (IBKR) and Alpaca (with additional brokers in the pipeline). You can Live trade pre-built trusted strategies (and your own saved strategies if you are on the Xplorer plan)
You will need to already have subscribed to an Established or Xplorer core plan in order to add Connect to unlock Live Portfolio Automation.
* Not already using one of these brokers? No problem! Once you have set up an account with either broker, integrating is a very simple and fast process. It is easy to do and we offer all the guidance and support you need.
Dollar Cost Averaging (DCA) is a very simple way to automate investing in a set amount at set intervals. An ideal way to decrease volatility and invest for the long term and perfect in Cryptocurrency.
Established and Xplorer plans already include the option to set up to 2 Crypto DCA. With XTRA you can increase the number of DCAs by a further 10.
Beginner plans do not include any DCA. However you can choose to augment with XTRA and have 10 Crypto DCAs. Credit card details will be required.
Established and Xplorer plans include a $100k trading limit as standard.
This is the combined value of assets across all of your current Manual (and Live integrated portfolios if you have Connect).
If the combined value of assets across your portfolios exceeds the limit you will neither be able to create new portfolios nor add cash to existing portfolios during rebalance, until you raise the threshold by $100k with XPAND.
*1-click Paper portfolios do not contribute to combined portfolio volumes.
+100 Backtests
If you are an avid user of Xplore pro-tools you will want more backtests to test your own investment strategies. With XPERT you will increase your monthly allowance by an additional 100 backtests.
+3 Filters:
All plans include a 3 factor limit as standard. However with XPERT you can apply an additional 3 factors.
Incremental:
If you augment your core plan by 2 XPERT per month you would increase your monthly limits by 200 and increase your factors by 6 and so on.
Notes.
Xplorer plans already include 25 backtests per month as standard.
Established and Beginner plans already include 3 backtests per month as standard.
The combined total of monthly backtests is available for discretionary use across XPLORE Stocks and ETFs.
Limits are reset each month and unused backtests are not rolled over.