For early-stage portfolios looking for automated solutions to build
Monthly cost, billed annually.
Terms & Conditions apply.
Included in Spot-folio Automation:
Basic Portfolio Evaluation
Spot Portfolio Simulations
Risk Adjusted Compounding
Monthly Performance Report
Leverage Algorithm Suite
For mid-size portfolios offering broad scale automation with uni-directional leverage
Monthly cost, billed annually.
Terms & Conditions apply.
All of Spot-folio Including:
Advanced Portfolio Evaluation
Leverage Portfolio Simulations
Spot Portfolio Rebalancing
Risk Adjusted Leverage
Spot Accumulation (Leverage based)
Monthly Dynamic Indexing
Quarterly Review & Projections
For large portfolios and fund managers, offering our advanced toolset
Monthly cost, billed annually.
Terms & Conditions apply.
Everything in Algo-Pos. plus:
Early Access to New Algorithms
Algorithm Customization(s)
Dedicated Account Manager
Custom Broker/Exchange Development On Request
Weekly (On-Demand) Call
If you have further questions, please reach out via our Contact page.
Who is the ideal client for each tier?
Can I upgrade or downgrade my subscription tier?
What portfolio evaluation options are available across tiers?
How do your tools integrate with existing portfolios?
What leverage and optimization features are included?
Do you support multi-exchange execution?
What reporting and support do I receive?
Are there additional fees beyond the monthly subscription?
How do I get started with a subscription?