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Creating your first automated STRATxAI portfolio
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July 2024 · 5 min read

How to create an automated stock portfolio

Getting Started

At STRATxAI, we empower anyone to build and manage their own quantitative investment portfolio. With an automated portfolio simply pick a strategy, create a portfolio and the trades are sent straight to your broker.

In order to enjoy the benefits of an automated stock portfolio, you will need to subscribe to an Established or Xplorer plan with the augmentation of Connect.


STRATxAI offer seamless integration with Interactive Brokers and Alpaca for now (with other brokers in the pipeline). If you do not use one of these two brokers already, you can easily start now.

Before you can create your first automated portfolio, you will need to link your broker account.

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