AI-Portfolio
Better your investment with a rational professional service
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Balanced investment for a smarter life
We offer you a smart investment tool which makes wealth management easier for you
Diversified
investment at low cost
Invest flexibly on Smart Portfolios
to mitigate risk
Powerful
data analysis
Get useful market information
with smart data analytics
Periodic automated reminder
to rebalance portfolios
Rebalance the investment to
adhere to the optimal strategy
Hassel-free selection for better wealth allocation
Transparent, Professional|Manage your wealth at ease and more efficiently
Find/Pick your investment horizon
Choose from the pool of Baskets
to suit your preferences
Optimized wealth allocation
Periodic reminder of portfolio rebalancing
to optimize your asset effectively
Optimized wealth allocation
Periodic reminder of portfolio rebalancing
to optimize your asset effectively
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Smarter way to manage your wealth
with complete peace of mind
Apply Now
Privileged, Reliable │ Save time for a fulfilling life
1
What are the requirements to trade on AI-Portfolio Investing?
The client is required to open an AI-Portfolio Investing Trading Account.
2
How to log into AI-Portfolio Investing?
Please access AI-Portfolio Investing by logging into the EBSHK Direct website(www.ebshkdirect.com).
3
How to build a portfolio that suits my needs?
Please follow the steps below to build your own Basket:
(1) Visit “Browse” page to explore our list of Baskets. The filters at the top will help you to narrow the list of Baskets depending on criteria such as market, investment horizon and strategy type.
(2) Before submitting an order, please check the estimated amount-to-buy as well as important disclosures related to your order.
(3) Please make sure that the order information is correct and then press the “Review Order” button to confirm and submit the order.
4
What constitutes a Basket?
Investing in a basket of securities instead of one security provides diversification. It can reduce the impact of events such as profit warnings and bankruptcies affecting a single company. But broader events or themes that impact groups of stocks, sectors, or even entire markets will drive the performance of your investment.
1
What are the trading limits?
In relation to buying, the minimum amount-to-buy is the smallest amount that you can buy in a Basket. Buy orders have to satisfy the following constraints:
  • Amount-to-buy is between HK$10,000 and HK$30 million;
  • Amount-to-buy is higher than the minimum amount for a full portfolio, which is calculated using the weights, board lot sizes and current prices of the stocks;
  • The number of stocks to buy cannot be less than 2

*Note: Market conditions may make it impossible to execute all the orders as intended.
The minimum sell order is the lowest board lot value amongst the securities that make up your Basket position. Unless the intention of the sell order is to close all the positions in the Basket, a sell order will not be allowed if the remaining positions in the Basket contains one stock only.
2
Can Basket be rebalanced at any time?
We review our Baskets at regular intervals. You will get the notification after a Basket that you hold is reviewed and you will have the option to rebalance your position based on our pre-set rules by simply clicking on the Rebalance button. You can also buy/sell your Baskets or change security selection or weights in the Basket at any time during trading session.
3
What is the cost of using AI-Portfolio to invest in a Basket?
Because we devote to minimizing unnecessary investment-related costs and expenses, except the brokerage fee payable to third parties as specified in the fee schedule, the only fee you will have to pay is a monthly account service fee charged on the client’s monthly average account balance based on the monthly fee rate as specified in the fee schedule (the annual fee rate 0.99%).
4
What are the trading hours of AI-Portfolio Investing?
Trading is conducted in Continuous Trading Session on trading days of the Hong Kong securities market.
5
Can submitted order be canceled?
You can cancel an order that is pending as long as it is still queued, i.e. an order you submitted outside the ‘AI-Portfolio Investing’ Trading Session. You can cancel an order by navigating to the ‘Orders’ page and pressing the ‘Cancel’ button next to the order your wish to cancel under ‘Pending’. If the button is disabled, then you can no longer cancel the order. If the cancellation is successful, your order status will change to ‘Cancelled’.
1
What types of portfolios can I choose?
We categorize the Baskets by securities, investment horizon and strategy type. Baskets are of either of these two investment horizons: “trading” (i.e. tactical) or “investment” (i.e. long term). We classify Baskets by their investment objectives. A Basket can fall into one or more of the following strategy types: Asset Allocation, Income, Event, Macro, Model,Thematic and Mini.
2
What is regular rebalancing?
We will review our Baskets at regular intervals, according to the rules of the Baskets, to ensure they remain up-to-date and continue to reflect the underlying idea. We might make changes to the security selection or weights depending on the rules that govern the Basket. For example, we may include a newly listed stock or remove a security that is no longer liquid enough.
3
How does regular rebalancing work?
After a Basket that you hold is reviewed, you will get the notification via a message in the Notification Center on the top right of the website. You will have the option to rebalance your position based on our pre-set rules by simply clicking on the Rebalance button.
About EBSHK Direct
EBSHK Direct is a sub-brand of Everbright Sun Hung Kai. With a heritage in the financial industry since 1969, EBSHK Direct demonstrates the leading position in financial services in Hong Kong, and provides customers with an advanced and efficient one-stop trading platform for diversified global investments, covering stocks, forex, futures, and stock options. EBSHK Direct is a multiple award winning company. The company has received industry-wide recognition for its comprehensive advantages in providing first-class online trading experience to customers.
Recognition for Quality Services
Outstanding Online Trading Platform
Metro Broadcast and the Chamber of Hong Kong Computer Industry’s Hong Kong Digital Brand Awards 2019
Outstanding Online Trading Platform
Metro Broadcast and the Chamber of Hong Kong Computer Industry’s Hong Kong Digital Brand Awards 2017
Silver award – Best E-Commerce Merchant – Financial Services
《Marketing Magazine》eCommAs Awards 2017
Outstanding Online Securities
Investment Management Platform
ET Net's Fintech Awards 2017
Contact Us
+852 2822 5001 (Hong Kong)
+853 6262 5028 (Macau)
+86 40011 95525 (Mainland)
28/F, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong
Anti-Fraud Helpline
+852 3920 2980
This website is prepared and released by SHK Online (Securities) Limited (“SHKOS”), a member of Everbright Sun Hung Kai (“EBSHK”). SHKOS operates under “EBSHK Direct”, a sub-brand of EBSHK. The numbers and diagrams on this website are for informational purposes only and are not intended to imply, predict or guarantee the performance of any portfolio, and are subject to change without notice. Investment involves risks. Investors should note that past performance is not indicative of future results. The value of an investment can be affected by many factors including, but not limited to, political, economic, legal and social events. EBSHK is not responsible for any target gains, and it makes no warranty with respect to the timeliness, completeness, accuracy or consistency of any investment method and data used for target return calculations. Use of this website is subject to relevant terms and conditions. Contents of this website are provided without any implied warranty of any kind. AI-Portfolio investing platform is powered by QUANTIFEED.
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