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 - you can choose to select different types of investments to focus on in your portfolio.
  3. Our proven risk management technology creates an optimal initial portfolio and shows you an asset allocation report along with forecasts.
  4. You create your account and deposit the funds for your initial deposit.

Once your portfolio has been funded, it is analysed and managed daily depending on market conditions. You can monitor performance and make changes at any time.

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

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