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.

Benefit from total automation when you augment this plan with Connect for broker integration with IBKR or Alpaca.

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.

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.

• 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 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. Enjoy real time data and analysis, shareable tear sheets 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.

Benefit from total automation when you augment this plan with Connect for broker integration with IBKR or Alpaca.

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.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.

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.

• Portfolio creation for saved Xplore Stocks and ETF strategies
• Save 5 Xplore ETF strategies to create Manual or paper portfolios
• Save 5 Xplore Stock strategies to create Manual or paper portfolios
• Unlimited Manual Portfolios for use with pre-built strategies
• Unlimited 1-click Paper portfolios for use with pre-built strategies
• 25x backtests per month for use across Xplore Stock and ETFs
• 3x Xplore strategy filters in both Xplore ETF and Xplore Stocks
• Manual guided portfolio management with your chosen stockbroker
• 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 either pre-built trusted strategies or your own saved Xplore strategies.

You will need to subscribe to an Established or Xplorer plan in order to add Connect and 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.

Avid Investors who have additional requirements can augment their core plan in a number of ways.

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 Crypto DCA.

Note. Beginner plans do not include any DCA. However you can choose to augment with XTRA and have 10 Crypto DCAs.

Established and Xplorer plans include a $100k trading cap as standard.

This is the combined value of assets across all of your current Manual (and Live integrated portfolios if you have Connect).  You can raise that threshold by a further $100k with XPAND.

(1-click Paper portfolios do not contribute to combined portfolio volume)

+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 by 2 XPERT per month you would increase your monthly limits by 200 and increase your factors by 6.

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.