Portfolio Builder

Direct Indexing

Build a custom portfolio based on the companies in any major stock index. Use direct indexing and target the index weights exactly or create a custom index to use as the basis of a stock portfolio. The tool can easily adjust weights, add companies, or remove companies to design a dynamic custom index.

Dynamic Custom Index

#	Company	Symbol	Weight	Price	Shares	Value
{{rank + 1}}	{{component.name}}	{{component.symbol}}	{{component.weight}}	{{formatValue(component.lastPrice)}}	{{formatValue(Number(component.weight) / 100 * context.targetInvestment / Number(component.lastPrice))}}	{{formatValue(component.weight / 100 * context.targetInvestment)}}

Custom Portfolio

Target Investment Amount: {{ targetInvestmentFormatted }}

Please enter a numeric value.

Base Portfolio Index

Portfolio Adjustments:

Custom Indices

Portfolio Builder New

Stock Market Indexes

S&P 500 Components Nasdaq 100 Components Dow Jones Components

S&P 500 Data

S&P 500 Historical Returns S&P Component Performance S&P Component Weight Analysis