Analysis
Multidimensional (risk, liquidity, return)
Prime
Benefits
Our most complete and strategic solution. Built for high-net-worth investors who want control, tax optimization and global planning.
Review
Monthly portfolio review with dynamic adjustment.
Access
Advanced strategies (Options, Futures, institutional hedging)
Planning
Wealth planning and international structuring (on demand).
Tools / Support
How we work
Dashboard
Real TimeCustomized
Models
Stress-testApplied
Portfolio
Report
PerformanceCorporate
(Benchmark + risk)PLANES STX
Investment strategies tailored to you. From wherever you are, to wherever you want to go.
PLAN STANDARD
$10,000
🎁 5% OPENING BONUSDesigned for those beginning their journey in the financial markets with a responsible, technical and well-supported approach.
Benefits
- Access to weekly analysis strategies
- Basic trading recommendations
- Access to monthly training reports
- Market reports every Friday
Tools
- Preconfigured technical indicators
- STX watchlist with weekly opportunities
- Personalized economic calendar
Support
- Basic support by phone and email
- Assigned contact analyst (response within 24–48h)
PLAN PLUS
$15,000
🎁 10% OPENING BONUSFor investors looking to move forward with deeper analysis and more constant interaction with the STX team.
Benefits (+ STANDARD)
- Entry/exit recommendations through a private channel
- Access to sector and thematic breakdowns
- Guidance on building a diversified portfolio
Additional Tools
- Weekly technical report + macro commentary
- STX risk control tool
- Access to exclusive training sessions
Enhanced Support
- WhatsApp support during market hours
- Monthly 30-minute meeting with an analyst
PLAN PRO
$20,000
🎁 15% OPENING BONUSBuilt for active traders or intermediate investors seeking consistent activity with risk control, depth and tactical discipline.
Benefits (+ PLUS)
- Real-time trading alerts (intraday and key news)
- Access to hedging ideas and alternative scenarios
- Personalized monthly tactical allocation proposals
- Review of closed trades with technical feedback
Advanced Tools
- Advanced AI tools for market analysis
- Backtesting of applied strategies
Priority Support
- Direct communication with your analyst (WhatsApp)
- Biweekly follow-up meeting (30 min)
- Support in building your trading journal
PLAN ELITE
$25,000
🎁 20% OPENING BONUSDesigned for experienced or professional investors who need structural analysis, strategic vision and high-level execution.
Benefits (+ PRO)
- Personalized quarterly macro strategy report
- International diversification proposals
- Access to seasonal trades: earnings, IPOs, macro opportunities
- Annual operational review with a specialist
Professional Tools
- Custom financial scenario simulators
- Interactive dashboard with portfolio performance
- Priority access to STX events
Senior Support
- Assigned senior analyst
- Weekly one-on-one meeting with a defined agenda
- Priority response (<6h)
PLAN PRIME
$30,000+
🎁 25% OPENING BONUSOur most complete and strategic solution. Ideal for high-net-worth investors seeking control, tax optimization and global planning.
Benefits (+ ELITE)
- Multidimensional analysis (risk, liquidity, return)
- Monthly portfolio review with dynamic rebalancing
- Access to advanced strategies (options, futures, institutional hedging)
- Wealth planning and international structuring (on demand)
Exclusive Tools
- Personalized real-time dashboard
- Stress-test models applied to the portfolio
- Comparative performance report (benchmark + risk)
Exclusive VIP Support
- Dedicated senior analyst + support analyst
- Extended weekly meeting (up to 1h)
- Direct phone access + priority support line
- Unlimited technical and operational consulting
Ready to start your strategy?
Our team of experts is ready to design a personalized investment plan that fits your financial goals. Start your path to financial freedom today.
Contact an advisor