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

Custom Portfolio

Target Investment Amount: {{ targetInvestmentFormatted }}

Base Portfolio Index

Portfolio Adjustments:

Custom Indices