StoxIQ is a professional portfolio management tool made available for everyone. Use it to create and manage personalized investment portfolios – and monitor your risk with modern analytics and optimization algorithms.
By following a proven process based on your risk profile, investment horizon and historical data, you simplify your decision-making process and effectively remove ‘irrational’ emotions and hunches from the equation.
As a private investor you pay a considerable premium to get a professional to build your portfolio. StoxIQ removes the need for expensive portfolio management and keeps your profit from being devaluated by private banking fees.
With several exchanges at your fingertips (more added over time), you can easily search the most popular stock markets and continue your analysis with a deep dive into any individual company of interest.
Your investment profile details information such as investment horizon, risk preferences, and sectors/industries to be considered.
Once you complete your investment profile, StoxIQ automatically suggests an optimized portfolio that matches your criteria and offers you the best risk/return ratio – including diversification effects. You can, of course, deselect any stock you don’t like manually.
When you are satisfied with the suggested portfolio, you are ready to execute the trades on a trading platform of your choice. Please remember to update the executed trades on StoxIQ, so it reflects your actual positions (trades can be imported from a csv file).
StoxIQ constantly monitors your portfolio and automatically indicates when it is time to potentially rebalance your portfolio.
StoxIQ analyses the historical stock prices and applies professional quantitative modelling to quantify the trends and uncertainties in each individual stock. On top of that StoxIQ also analyses the relationship between multiple stocks (known as correlation) and uses this data to pinpoint the most optimal asset allocation in terms of risk and return.
This optimization is a continuous process as the risk/return ratio naturally varies over time due to market movements. As soon as it is beneficial for you to rebalance your portfolio, StoxIQ automatically recommends a new set of asset allocations.
Choose your renewal frequency within the app (in-app purchase)
(1 month free trial)
(1 month free trial)
(1 month free trial)
StoxIQ is on a mission to change the way private investors invest. We firmly believe that – with the right tools and guidance – anyone can build, manage, and optimize their own portfolio. Still, before StoxIQ, very few people had the resources to purchase such tools. Luckily, those days are over.
Get Started Today!
Install the app from Apple App Store (iOS) or Google Play (Android). Once you have installed the app, you will be required to subscribe using in-app purchase. Click here to download and install from Apple App Store or Google Play.
Yes, absolutely. As an experienced investor, you can use StoxIQ to perform supplemental portfolio analysis, advanced risk assessment and portfolio monitoring.
Yes, absolutely. For the inexperienced private investor, StoxIQ provides guidance on how to build a solid portfolio – and get started with investing in general – by providing extensive user content tailored for your preferences.
Your subscription is our only source of income. We are completely independent and unbiased, and do not receive fees or commissions from your trading activity. Consequently, we have no interest in recommending one stock over the other.
Currently Stockholm, Oslo and Copenhagen are available. However, we will be adding more exchanges at a controlled pace.
No models can predict the future. However, StoxIQ can provide added value to your investment decision by offering you insights and fundamental data about potential assets and sectors.
The market data is purchased from a market data vendor who specializes in collecting and scrubbing market data from Exchanges all over the world. As the market data within the app is not delivered directly from exchanges and no validation is performed, we cannot guarantee a 100% accuracy. Thus, the data is not suitable for official reporting, tax reporting etc. All values presented in the app should be perceived as indicative.
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