Easy investing with Stockspot

Are you ready to make your money work harder? It only takes minutes to get your personalised portfolio recommendation and set up your account. We'll guide you through each simple step.

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Investing is easy with us

How Stockspot saves you time and money

We're an online investment advisor that builds you a personalised portfolio of ETFs.
We manage the rebalancing and ensure your investments remain diversified.

How to get started

Step 1

Complete our questionnaire to receive your free portfolio recommendation

When you click 'Get started', you'll be guided through a simple questionnaire where we'll ask about your financial goals, investment experience, and risk capacity to find the right portfolio for you.

Take the questionnaire
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Step 2

Choose your portfolio and set up your account

We'll suggest an investment strategy tailored to help you achieve your financial and life goals - a personalised portfolio designed just for you, consisting of shares, bonds, and gold ETFs. You can proceed with our recommendation or explore other portfolio options.

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Step 3

Confirm your details and make your first deposit

1-2 business days

Complete your details to open your account. Once it's open you can begin depositing funds. Once your account balance reaches $2,000, we'll begin investing for you. Our clients range from those starting with as little as $50 to those investing over $5 million.

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Step 4

Enjoy automated investing and rebalancing

Our smart algorithms optimise your investments by automatically rebalancing your portfolio, so you don't have to worry about managing buys and sells. Just sit back, relax, and let us handle everything for you.

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Ready to watch your money grow?

A personalised mobile dashboard to view your portfolio

A personalised dashboard to view your portfolio

Add to your investments to grow your wealth faster.

Monitor your portfolio to see the performance of your investments.

Keep track of your investment goals.

View your personal dashboard on any device.

Different accounts for your different needs

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Gold-standard privacy and security

Our bank-level web security keeps your information safe and secure (for the geeks out there, that's our 256-bit SSL/TLS certificate).

Your investments are held safely in your own name under your own individual Holder Identification Number (HIN).

We never share your personal information with third parties.

Get started

Get your free personalised portfolio recommendation

Frequently asked questions

How much do I need to invest?

Our minimum to start investing is just $2,000.

What does opening a new account involve?

We ask a few questions so we can build an investment portfolio that suits your needs. Once your money arrives, we'll invest it automatically.

Can I move my money out if I want to?

Yes, you can withdraw your money at any time with no penalty fees.

Is there an app available?

Yes, the Stockspot app is available on iOS and Android. You'll be able to access it once you've created an account. You can use the app to track your portfolio's performance, view your asset allocation, reduce your fees by inviting friends and family, and much more.

How much does it cost?

You can view our fee tiers on the Pricing page.

Fees are charged monthly based on your account's average balance over the month. These fees cover ongoing management, portfolio rebalancing, annual reviews to ensure your portfolio remains suitable, as well as administration and tax reporting.

There are no additional brokerage fees or hidden costs. ETF fees, which are approximately 0.25% p.a., are an indirect cost and are deducted from the ETF price.

How do you define "long term" investing?

We believe long-term investing means holding your investments for at least a few years. Anything shorter is more like speculation than true investing. The longer you remain invested, the greater your chances of success.

What identification do I need to start investing?

To get started, all you need is an email address and a password.

If you choose to invest with us, we'll need some standard identification details, like a passport or driver licence, to comply with our 'Know Your Client' legal obligations.

How do you know which portfolio is right for me?

Our custom-built questionnaire gathers all the necessary details about your situation. Then, our smart algorithms recommend a portfolio tailored to your personal goals, risk profile, and time frame.

What kind of returns can I expect?

You can find out about the Stockspot Portfolio returns here. Note that past performance is no guarantee of future returns.

Can I personalise my portfolio?

Yes, if your account balance exceeds $50,000, you can customise your portfolio with Stockspot Themes. This feature allows you to add extra assets, countries, or market sectors when you join.