Does ENSEMBLE manage money or execute trades?

No. It produces research, model allocations and files. You decide whether and how to act, and execution remains with you and your custodian.

Does an enabled schedule mean the allocations are current?

No. Check the latest successful run and data date. Data readiness, dependencies, available credit and spending limits can delay a refresh.

Do fact sheets establish compliance?

No. Business includes branded PDF fact sheets, but your firm must review their assumptions, disclosures and suitability for the intended use.

For advisors

Model portfolios for advisors

Build, backtest, document, and keep model portfolios current from plain language, with Business features for white-label fact sheets and supported broker-format allocation files.

Build your first model 1 guide below ↓

Try this workflow

A research record for every model portfolio

Example starting prompt

Build a core allocation with an equity sleeve and a Treasury sleeve. Document the rules, rebalance monthly, and show the look-through asset weights.

01
Build
Express a model or compose existing sleeves within the platform’s published limits.
02
Review
Keep code, assumptions, versions, and run history available for your own review process.
03
Use
Business adds branded fact sheets, allocation alerts, and supported broker-format exports.

Start with $100 credit Compare plans and usage rates

No card required. Starting credit expires after 7 days. Builds and runs use metered credit; continued usage requires available credit or a funded plan. Backtests are hypothetical. ENSEMBLE produces research and allocations; it does not place trades.

ENSEMBLE helps financial professionals research assets and build, test and maintain allocation models. An allocation describes how investments are divided. Keep the model's code, inputs, runs and results together, then use its reviewed allocations in your own workflow.

Follow the model-to-export walkthrough, or open an account. Start with $100 in credit, valid for 7 days, with no card required. Builds and runs are metered.

From research to a usable allocation

Research assets. Inspect exposure, structure, history and missing data in the screener.
Define a model. Describe the rule or provide code. Models can combine assets and other models within runtime and composition limits.
Review the result. Inspect code, inputs, data dates, hypothetical performance and current versus target weights. Test variations without publishing them; adopt a change explicitly.
Maintain it. Enable schedules if needed, inspect refresh outcomes, and export the reviewed allocation. A scheduled attempt is not evidence of fresh data.

The web app, compatible MCP clients, API and CLI work with the same platform. Stored records make research inspectable; they do not guarantee that every future rerun reproduces a past result after data or dependencies change.

What Business adds

Business includes broker-format allocation files, white-label PDF fact sheets, configured allocation alerts and webhooks, and fee modeling. Consult current pricing for included usage, metered rates and plan details.

Broker exports currently support Altruist and Interactive Brokers formats. Format compatibility does not establish that a particular account can trade every asset or that a custodian will accept a file without review. ENSEMBLE does not place orders or reconcile your brokerage holdings.

Branded fact sheets and fee overlays support your review process. Neither is a compliance approval, and unmodeled taxes, execution costs or market impact must not be represented as measured.

Begin with an inspectable example

The public 60/40 example shows a model with allocation and rebalance inputs. The export guide follows its target weights into the supported file formats. Use it to understand the workflow before creating your own research.

ENSEMBLE is research software, not an investment adviser. You retain responsibility for research review, client suitability, compliance, trading decisions and execution.

Guides in this section

01Export reviewed model allocations for your brokerage workflowInspect a model's run and target weights, select a supported Business export, and review the file before using it with Altruist or Interactive Brokers.

Frequently asked questions

Does ENSEMBLE manage money or execute trades?: No. It produces research, model allocations and files. You decide whether and how to act, and execution remains with you and your custodian.
Does an enabled schedule mean the allocations are current?: No. Check the latest successful run and data date. Data readiness, dependencies, available credit and spending limits can delay a refresh.
Do fact sheets establish compliance?: No. Business includes branded PDF fact sheets, but your firm must review their assumptions, disclosures and suitability for the intended use.

Other sections

Backtests are illustrative. Past performance does not guarantee future results. ENSEMBLE is a software platform, not an investment adviser.