Xetra Exchange
Xetra Exchange is a German-market Smart Portfolio built around a more structured technical screen. It looks at trend position, liquidity, moving-average behavior, and potential upside to select candidates from the Xetra universe.
The portfolio can hold up to five positions, giving users a broader view of German-market opportunities while still keeping the accounting easy to audit. Daily updates and stop-loss rules help keep the model organized, transparent, and suitable for regular review.
Portfolio Value
EUR 46,794
Cash EUR 7,424
Total Return
-6.41%
Since 2025-08-01
Benchmark
4.41%
Index DAX ETF
EUR 50,000
Started 2025-08-01
EUR 46,794
Cash EUR 7,424
-6.41%
DAX ETF 4.41%
4
Updated 2026-07-30
Portfolio Performance
2025-08-01 to 2026-07-30
Portfolio
-6.41%
DAX ETF
4.41%
Portfolio Performance
2025-08-01 to 2026-07-30
Portfolio
-6.41%
DAX ETF
4.41%
Year-by-Year Performance
Open a year to inspect the monthly performance breakdown.
Holdings
4 open positions
Loading price
Current Price
-
Latest stored quote
-
Since entry
Open holdings to load chart
Position Value
-
Stop Status
-
Entry
EUR 53.00
Stop-loss
EUR 55.56
Days in Portfolio
36 days
Since 2026-06-25
Loading price
Current Price
-
Latest stored quote
-
Since entry
Open holdings to load chart
Position Value
-
Stop Status
-
Entry
EUR 34.70
Stop-loss
EUR 39.31
Days in Portfolio
21 days
Since 2026-07-10
Loading price
Current Price
-
Latest stored quote
-
Since entry
Open holdings to load chart
Position Value
-
Stop Status
-
Entry
EUR 58.26
Stop-loss
EUR 56.68
Days in Portfolio
11 days
Since 2026-07-20
Loading price
Current Price
-
Latest stored quote
-
Since entry
Open holdings to load chart
Position Value
-
Stop Status
-
Entry
EUR 81.09
Stop-loss
EUR 77.42
Days in Portfolio
1 day
Since 2026-07-30
Next Buy Candidate
2026-07-30
Candidate
Société Générale Société Anonyme
Smart Portfolio candidate
3M Price Trend
2026-04-30 to 2026-07-30
18.50%
Rank
1
Score
8.25
Price
EUR 81.09
Planned Buy Size
EUR 9,359
Current portfolio value divided by max holdings
; est. 115.41 units
API
Portfolio holdings and next-candidate endpoint for AI Ultimate API subscribers.
This endpoint returns the latest stored model-portfolio state without recalculating the portfolio on request. Access is controlled by the existing API v2 authentication and subscription checks.
GET
https://stockinvest.us/api/v2/model-portfolios/xetra-exchange
Authentication
Send the API token through the same API v2 bearer-token authentication used by the existing endpoints.
AI Ultimate Access
Only AI Ultimate API subscribers and admins can call the endpoint successfully.
Included Data
Portfolio summary, open holdings with current value and unrealized return, and the latest eligible next buy candidate.
Sample Response
{
"status": "success",
"data": {
"portfolio": {
"slug": "xetra-exchange",
"name": "Xetra Exchange",
"currency": "EUR",
"snapshot_date": "2026-07-30",
"total_value": 46793.56,
"cash_value": 7423.63,
"total_return_percent": -6.41,
"holdings_count": 4
},
"holdings": [
{
"ticker": {
"symbol": "JHG",
"company_name": "Example Holding Inc.",
"currency": "EUR"
},
"opened_at": "2026-04-01",
"entry_price": 51.42,
"quantity": 4205.8109,
"cost_basis": 216262.8,
"stop_loss_price": 50.1,
"latest_price_date": "2026-07-02",
"current_price": 51.7,
"current_value": 217460,
"unrealized_gain": 1197.2,
"unrealized_gain_percent": 0.55
}
],
"next_candidate": {
"date": "2026-07-02",
"ticker": {
"symbol": "TBRG",
"company_name": "Example Candidate Inc.",
"currency": "EUR"
},
"rank": 1,
"score": 4.1,
"price": 26.24,
"target_cash": 46793.56,
"expected_quantity": 8287.35,
"reason": "Smart Portfolio candidate"
}
}
}
History
Month-by-month accounting view loaded from the stored model portfolio ledger.
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