Each portfolio and basket has a specific minimum investment amount determined by market constraints and account safety protocols. Certain international markets and options strategies require larger lot sizes to execute trades effectively, which increases the entry threshold for those strategies. Additionally, larger investment amounts help reduce the impact of commissions in portfolios that rebalance frequently or contain many positions.
You can review available portfolios and their current minimum investment sizes in the Discover section of our platform (MIN. INV). Please be aware that these minimums are subject to change based on modifications to the underlying positions.
Minimum Lot Sizes (Options & APAC Shares)
The primary driver of higher investment minimums is the "Minimum Lot Size" required by specific markets and instruments. Unlike US fractional shares, many international markets and derivatives have strict entry requirements:
APAC Shares: Many Asia-Pacific exchanges (such as Hong Kong or Tokyo) utilize "Board Lots." Instead of buying a single share, you may be required to buy in increments of 100, 500, or 1,000.
Options Positions: Options strategies inherently require more capital because a single standard contract typically represents 100 shares of the underlying stock.
When a portfolio includes these assets, the "entry price" is dictated by the cost of one full lot. When combined with a small target weight in the portfolio or basket, this significantly increases the total minimum investment needed to open the position without over-leveraging or unbalancing the rest of your portfolio.
Note: You can always view these requirements in the Discover section. Minimum investment amounts are dynamic and may change based on the fluctuating market price of the underlying positions.