Implementation Layer

Replicate a CI index in your own broker.

Custodios Index calculates the orders. You review and confirm every trade in your own broker account. We never execute anything on your behalf.

Custodios Index is not a broker, investment adviser, or fund manager.

We calculate and display target weights and order deltas. You review and confirm every order in your own broker. Nothing is executed automatically or discretionarily. See full legal terms.

WaitingSep 18, 2026Next quarterly rebalance in 24 days.

Connect your broker

OAuth-based connections. Tokens are stored encrypted on our backend and can be revoked in one click. We never see or store your broker password.

Interactive Brokers

Direct OAuth

Primary broker · global markets

Data + Trading

IBKR Client Portal API. Trading is direct — never routed through aggregators.

Status: not connected

Alpaca

Direct OAuth

US equities · fractional shares

Data + Trading

Ideal for CI-WORLD10 (mostly US names). OAuth for third-party accounts.

Status: not connected

SnapTrade

Aggregator

Aggregator · 35+ brokers

Data everywhere · Trading in supported brokers

Robinhood, Schwab, Fidelity, Webull, Wealthsimple, eToro… IBKR is data-only through SnapTrade.

Status: not connected

Backend endpoints (OAuth callback, token refresh, order preview) live in Supabase Edge Functions with secrets stored server-side. Client-side code never handles broker API keys.

Security

· OAuth tokens encrypted at rest in the backend.
· Token rotation and one-click disconnect.
· No broker passwords stored — anywhere.
· Rate limiting on all broker Edge Functions.

Boundaries

· No automatic or discretionary execution.
· No custody of assets.
· No investment advice — research only.
· You are always the one clicking "confirm".