Introducing Folios

Invest Smarter
With a Folio

Design your own stock index. Build a Folio from multiple stocks, allocated according to a professional strategy, automatically rebalanced once a quarter.

Get started

Zero fees, plus get up to $300*

improve your odds

Stay on track for
Long-Term growth

Folios automatically rebalance to your chosen weighting strategy, curbing emotional decisions and overexposure. As you trade or add capital, this systematic approach keeps you on track for your long-term goals.

our users

Trusted by 100,000+ users

Gold-standard security*

Protected up to $500,000*

Backed by CMC Markets

*All OPTO trading accounts assets are maintained by Alpaca
Securities LLC, who are SEC Registered & SIPC Insured.

the process

Design your Folio
in 4 simple steps

Effortlessly navigate our AI-categorized stock universe to identify your Folio holdings. Filter by themes, fundamentals, and performance to quickly find stocks that match your investment strategy.

Stock selection
Equal weighted
Market cap weighted
Past performance
Automated rebalancing
smarter investing

Bridging the gap between risk & reward

pre-defined strategies

Professional
allocation
strategies

Invest systematically by adopting a professional-level weighting strategy. Allocate your investment equally, or give larger holdings more influence with a market-cap strategy.

risk management

Diversify your
exposure

By strategically spreading your capital across multiple stocks, you reduce portfolio volatility, without having to sacrifice forward returns. Protect against company-specific risks and market fluctuations, without comprising upside potential.

automatic rebalancing

Limit human
error

Take emotion out of the equation and forget rash attempts to time the market. With automated quarterly rebalancing, OPTO helps you invest with discipline. Trust your strategy is working for you, not against you.

thematic investing

Simplify stock
discovery

From Robotics to Blockchain, use themes you know to allocate and invest in companies according to the trends they’re involved in. Discover the top-performing stocks in 55+ themes.

pricing

Get started
for free

Trade stocks, ETFs, or Folios commission-free, forever.

$0
  • Commission-free trading
  • Unlimited free transfers and withdrawals
  • $100 minimum per Folio
  • No hidden fees
  • Get 4% APY* on your cash
exclusive research

Inform your investment approach

Research done for you

We conduct countless hours of research and analysis, so you don't have to.

Insights from the inside

Exclusive interviews from BlackRock, JP Morgan & ARK Invest.

Deep-dive stock analysis

From MicroStrategy to Rocket Lab, we review businesses by going directly to the C-suite.

Top stories only, zero noise

A 5-story digest on the day's most important stories, Monday to Friday.

reviews

Words from our valued customers

Read what real investors have said about OPTO

Love this app

This app provides a very good thematic overview of markets & great insight into how each particular theme is performing. It is a great pointer to start doing further research into areas of the market that any investor might have missed. E-mail updates are also good & timely.

Best investing app ever

This app has been an absolute delight to use. There's so many different stocks and ETFs in the world it can be difficult to understand where to put your money. This app has simplified everything so I can select interesting themes like solar and electric vehicles and find all the ETFs and stocks related to them...

Good app for a moderate risk investor

Good design and user interface. Hub of resources for investors who want to target specific industries. Loads of resources on stock performance and trajectory (linear graphs, interviews with the stocks' asset managers and C-suite). Suitable for moderate-risk investors who do not want to use a day trader app but want to dabble in speculative investments.
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Great design, good features

Downloaded this recently and it's a very smooth experience for a finance app. I like their approach to grouping stocks & ETFs into themes that make it easy to explore, along with their in-app content.

get in touch

Need support?

We're here to provide you with fast answers and any technical support you need.

Get your questions answered by our UK-based team.

Ask us a question
support

Download the app
to start investing

*Please note that this feature will launch in late February and is subject to change and may not be the applicable rate on the date this is read.

Our Broker, Alpaca Securities, offers a cash management program pursuant to the FDIC Bank Sweep. Customer funds are treated differently and are subject to separate regulatory regimes depending on whether customer funds are held in their brokerage account or within the FDIC Bank Sweep. Specifically, Alpaca Securities is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). The Federal Deposit Insurance Corporation (FDIC) insures up to $250,000 per deposit against the failure of an FDIC member bank. Customer funds held in brokerage accounts are SIPC insured, but are not eligible for FDIC insurance coverage. Funds maintained in the FDIC Bank Sweep are intended to be eligible for pass-through FDIC insurance coverage, but are not subject to SIPC coverage. FDIC insurance coverage does not protect against the failure of Alpaca, Alpaca Securities, or any of its or their affiliates and/or malfeasance by any Alpacaor Alpaca Securities employee. Program banks that participate in the FDIC Bank Sweep are not members of SIPC and therefore funds held in the Program are not SIPC protected. Please see alpaca.markets/disclosuresfor important additional disclosures regarding Alpaca Securities brokerage offering as well as FDIC Bank Sweep terms and conditions.

Opto Markets LLC is not a broker-dealer, investment adviser, nor a member of the Financial Industry Regulatory Authority (FINRA). Securities are offered by Alpaca Securities LLC (“Alpaca Securities”). Alpaca Securities is a broker-dealer regulated by the Securities and Exchange Commission (SEC), a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

Alpaca Securities LLC (“Alpaca Securities”) is not responsible for and is not providing the technology and services you receive from us to access and manage your brokerage account with Alpaca Securities. You firmly agree to hold Alpaca and its affiliates, owners, directors, employees, clearing firm and agents harmless for any loss or damage arising from the use of or unavailability of the technology and services that we are providing. For Trading API (to trade stocks) questions reach out to support@alpaca.markets.

Opto Markets LLC is not an investment advisor and nothing herein or mentioned on any other Opto channel should be construed as investment advice. The content on this website, on our app and on any other Opto channel is provided for informational, educational and entertainment purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee and is not an indicator of future results. Investors should consider their investment objectives and risks carefully before investing. Please seek the advice of an investment or financial advisor, and do not apply any of the generalized material available herein or on other Opto channels to your individual facts or circumstances without speaking to an investment or financial advisor. Unless otherwise stated, the prices used on this website are provided by third parties and are for display purposes only.

The information on this site is not intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.