In under 2 minutes we'll build a personalized investment portfolio tailored to your goals, risk appetite, and time horizon — fully anonymous, using real market data.
🎯
Match your risk & goals
A short conversation captures your risk appetite, time horizon, and what you want your money to do.
⚡
Built on real market data
Our quant engine constructs a diversified portfolio across ETFs and asset classes using live pricing and risk analytics.
🔍
See the full breakdown
Holdings, weights, expected returns, and risk metrics — then ask the Exnet agent anything about your portfolio.
🔒No data stored externally
⏱Takes 2 minutes
🧪Built by quants
📈Real market data
A bit about you
Three quick questions to shape your portfolio.
What's your age band?
What's your main goal?
How long have you been actively investing your own money?
Risk profile
Three short scenarios that help us size your risk.
Market comfort
Imagine you invest $10,000. Over 6 months, markets fall and your investment drops to $9,000. What would you actually do?
Capacity & liquidity
If markets fell 10% and you unexpectedly needed cash, would you be willing to sell investments at a loss?
Approach mindset
Which would bother you more?
Themes & exclusions
Pick any focus themes or exclusions — or skip and change later.
Focus themes
Exclusions
Investment amount
Roughly how much would you invest to start?
You can change this later. Used to size your initial allocation.
EXNET
📊
Build your portfolio
In under 2 minutes we'll build a personalized investment portfolio tailored to your goals, risk appetite, and time horizon — fully anonymous, using real market data.
🎯
Match your risk & goals
A short conversation captures your risk appetite, time horizon, and what you want your money to do.
⚡
Built on real market data
Our quant engine constructs a diversified portfolio across ETFs and asset classes using live pricing and risk analytics.
🔍
See the full breakdown
Holdings, weights, expected returns, and risk metrics — then ask the Exnet agent anything about your portfolio.
🔒 No data stored externally·⏱ Takes 2 minutes·🤖 Built by quants·📈 Real market data
Investment Setup & Management
🔑 Retrieve
📡 Agent Tracker
Exnet · Free AI Portfolio Builder (Anonymous)
👋 Welcome! I’ll build a personalized investment portfolio for you using AI and real market data. It takes under 2 minutes and stays fully anonymous. First, a few quick questions to tailor your portfolio 👇
🔒 Read-only — advisor view. The client has already sent this portfolio for review.
£
Portfolio
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✓1.Review
→
✓2.Package
→
✓3.Institution
→
✓4.Send
📦
Create Order
Package & send to your bank
›✦ Ask Exnet AI
Type a question like "why no small caps?" or "does TSLA fit my risk profile?"
I can explain sleeves, execution flow, indicators, AIS, allocation, and more. Try asking: "why bonds?", "how does AIS change this?", "what are sleeves?", "explain execution flow"
Simulated
Preview only — no real order is sent to any bank or broker. Execution requires suitability checks and customer consent.
Unsaved portfolio
Save to generate a Portfolio Key you can restore later.
You haven’t saved this portfolio yet. If you close now, your portfolio setup will be lost.
Saving generates a Portfolio Key (treat it like a password).
Portfolio Saved
Your portfolio key has been generated
Your Portfolio Key
—
⚠️ Important
Treat this key like a password. We cannot recover it if lost.
Use this key to restore your portfolio on any device.
No personal information is stored. Your portfolio remains anonymous.
Retrieve Portfolio
Enter your portfolio key to restore
Enter the Portfolio Key you received when you saved your portfolio.
This key works like a password. Keep it safe.
Your portfolio data is stored securely and anonymously.
🏦 Connect Your Bank
Connect your bank account to see your investable surplus — powered by Mastercard Open Banking.
We use secure Open Banking (read-only) to estimate your monthly savings capacity and personalise the investment potential scenarios below. No transaction details are shared — only anonymised spend category breakdowns.
🔒 Read-only accessFCA Open BankingNo card details storedCancel anytime
🏦 Connect Financial Institution Simulated
Authorize order execution (simulated — no real order sent)
⚠ Simulated execution. This is an educational illustration. No real order will be sent to any bank or broker, and no funds will move. Select an institution to walk through the simulated authorization flow.
Select your financial institution to enable order execution.
🇺🇸 United States
Banks & Brokers
JP Morgan Chase
Citigroup
Interactive Brokers
Fidelity
Charles Schwab
E*TRADE
Robinhood
🇬🇧 United Kingdom
Barclays
HSBC UK
Interactive Brokers UK
Lloyds Bank
NatWest
Nationwide
Royal Bank of Scotland
Santander UK
Starling Bank
🏦 Choose institution for this order
Use (from your profile connection), or pick a different institution.
Confirm Investment Amount
This order exceeds your stated investment amount.
Stated amount:$0
Estimated execution:$0
Difference:+$0 (0%)
Market prices may vary at execution. By proceeding, you confirm you are comfortable investing this higher amount.
£
SHARE PORTFOLIO
Where should we send your portfolio?
Share your AI-built portfolio with your own advisor/provider or let us route it to a suitable advisor.
⚠️ Complete your strategy profile first
Answer all 8 questions and create your portfolio before sending to an advisor.
💾
Step 1 of 2 · Required
Save your portfolio first
Saving generates a unique Portfolio Key. Without it, neither you nor your advisor can return to this portfolio later. Save and copy your key before sending.
✓ Saved · Your Portfolio Key
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Keep this safe. You'll need it to restore your portfolio on any device. Copied!
Advisor / provider details
Select your advisor *
Advisor / provider name *
Advisor email address *
ℹ Exnet will review your portfolio and match you with a registered advisor. They'll contact you using the email below.
Your details
Your name *
Email address *
Phone number
Your portfolio is always saved to Exnet Core automatically.
EXNET