Welta.us ES

Global investments,
in one place

Offer your clients managed portfolios, thematic portfolios and the world's leading markets — all curated by Welta.us.

Composition of a global portfolio

Portfolios by profile

Diversified global portfolios, from conservative to aggressive profiles, that rebalance automatically.

Thematic portfolios

Curated baskets to invest in a theme or region with intention: technology, AI, energy, real estate and Argentina.

The best fund by sector

For each sector and region we choose a single fund: the lowest cost and highest liquidity. The selection is already made.

Portfolios by profile

Core Portfolios

Choose your risk profile and delegate the rest. Global, diversified portfolios built to hold long-term without having to decide where to invest.

Themes & regions

Thematic portfolios

Baskets curated by Welta.us to capture a theme or region with more intention and precision than a single fund.

Investing by sector

The best fund for each sector

For each sector and investment alternative, our team selects a single fund — the lowest cost and most liquid —, monitors it and updates it periodically.

API · Robo-Advisor

Three operations, complete cycle

Self-managed portfolios, cash distribution and withdrawals without dissolving the association — all under /robo-advisor.

POST /robo-advisor/associations

Links funds to an account with weights and configuration. The system generates or reuses the portfolio, syncs it to the broker and activates the rebalancing cycle.

  • funds[] fundId + percent — sums to 1.0
  • targetCashReserve ≥ 0.01
  • rebalancePeriodMonths 1 | 3 | 12
↳ association · portfolioId · brokerSubscriptionId
GET /robo-advisor/funds

Catalog of funds available for the tenant. Filterable by risk profile, horizon, objective or tags — all combinable with AND.

  • ?riskLevel 1–5 · range ±1 applied
  • ?horizon months → riskLevel auto-mapped
  • ?objective preserve | income | growth | …
↳ weights[], expectedReturn, volatility
POST /accounts/{id}/release-cash

Partial withdrawal without dissolving the association. Unsubscribes, creates the manual run in the broker and auto-resubscribes when cash returns to target.

  • percentToRelease 0.01 – 100
  • autoResubscribe boolean · default true
  • ✕ total pending releases ≤ 100 %
↳ ACTIVE → EXECUTING → ACTIVE (auto)
Authorization: Bearer {api_key} · Base URL: api.wealth2b.com · REST · JSON · TLS 1.2+ · One active association per account