Portfolio Builder

Build a custom portfolio based on the holdings of a stock index. Specify a target investment amount to easily determine the number of shares and total value of each holding. Updates are coming which will allow for adjustments to company weights as well as the ability to add and remove companies.

Target Portfolio Holdings

# Company Symbol Weight Price Shares Value

Portfolio Specifications

Target Investment Amount: {{ targetInvestmentFormatted }}

Base Portfolio Index

Portfolio Adjustments:

Custom Indices