Getting started with your new Exo portfolio is simple and only takes a few minutes.

This is how it works:

  1. You select your investment account and tell us about your financial situation and expectations.
  2. We calculate your risk level and then you can start to choose the different types of assets you would like your portfolio to include.
  3. Our proven risk management technology designs your ideal portfolio and show you an asset allocation report along with forecasts.
  4. You create your account and can initiate your initial deposit.

Once your portfolio has been funded, it is automatically adjusted every day depending on market conditions. You can monitor performance and make changes at any time through the app.

Learn more about performance reports and how to manage your portfolio.

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