Personalized Portfolio Builder

Build a custom portfolio based on the holdings of a stock index. Specify a target investment amount to 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 to allow for personalized portfolio creation. The process of creating a portfolio from the holdings of an index is referred to as direct indexing or custom indexing. When all the components of an index are used to build a portfolio this is called direct indexing. With a direct indexed portfolio the holdings of your portfolio are a mirror copy of the holdings in the index. Custom indexing sometimes referred to as personalized indexing makes adjustments to the original index holdings by either adding or removing holdings.

Target Portfolio Holdings

# Company Symbol Weight Price Shares Value

Portfolio Specifications

Target Investment Amount: {{ targetInvestmentFormatted }}

Base Portfolio Index

Portfolio Adjustments: