Folios are customisable collections of stocks that you can build and manage on OPTO. Instead of investing in a single stock or ETF, a Folio allows you to group multiple stocks together into one personalised index. You can choose how those stocks are weighted—either by market capitalisation or equally—and then track their performance over time just as you would any single instrument.

When you create a Folio, you’ll start by selecting 3 to 50 stocks you want to include. You can explore our built-in Filters—such as Theme, market cap, or performance intervals—to discover new opportunities. Alternatively, you can duplicate an existing Theme or Folio as a starting point, then customise its contents.

Once you’ve chosen your stocks, you’ll pick a weighting strategy. With Market Cap Weighting, stocks are weighted according to each company’s market capitalisation. With Equal Weighting, each stock in your Folio has the same weighting. You’ll also be prompted to confirm the quarterly rebalance frequency, which occurs on the last trading day of each quarter.

After selecting your holdings and weighting strategy, you’ll have the option to back-test your Folio’s performance over various historical timeframes—up to five years. This allows you to see how your chosen combination of stocks might have performed in different market conditions.

You’ll then be offered AI-generated name and description options for your Folio. Once you’re happy, simply save your Folio. It will appear as a single line item in your Watchlist, and you can also find it easily via the ‘My Folios’ widget in your Home-feed.

Your new Folio can be bought just like any ETF or stock on the OPTO platform—either immediately after creating it or later. A $100 minimum investment applies, and just like stocks & ETFs, a $1 trade minimum applies to Folios.

Should you wish to make changes to your Folio—perhaps you want to swap out one of the stocks or adjust the mix entirely—you can edit its composition at any time. Edits can be implemented straight away (during market hours) or queued for the next rebalance.

Rebalancing ensures your Folio stays true to your chosen weighting strategy. Rebalancing occurs quarterly on the last trading day of the quarter. If any trades cannot be completed (for example, due to certain trade restrictions, or corporate actions), any uninvested cash will remain in your account until the next rebalance or whenever you next adjust your Folio.

This content is for informational 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 future results. Investors should consider their investment objectives and risks carefully before investing.

OPTO Markets LLC is not a broker-dealer, investment adviser, or member of FINRA. Please see www.optothemes.com. Securities offered by Alpaca Securities LLC (“Alpaca Securities”). 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.

Alpaca Securities is a member of FINRA and the Securities Investor Protection Corporation. Pursuant to FINRA Rule 4311, Alpaca Securities and Opto and have entered into an agreement where Alpaca provides clearing services for the Opto platform. For further information, please refer to the Alpaca Disclosure Library.

Past hypothetical backtest results do not guarantee future returns, and actual results may vary from the analysis.