Create your own Index Fund

  • Automatically buy individual stocks that make up an existing Index or ETF.
  • Exclude stocks you don't like.
  • Harvest tax losses.
  • Pay less management fees.

Build your portfolio the way you want it

While enjoying the benefits of index investing

Track the Index or an ETF

Model your portfolio after existing ETFs. Automate buying the individual stocks and rebalancing as the fund changes.

Choose what to own

Choose which index and methodology to track. Exclude stocks you don't want. Weight stocks base on ESG metrics.

Improve Tax Efficiency

Owning individual stocks directly allows you to easily do tax loss harvesting. Balance your entire portfolio across your tax sheltered and non-sheltered accounts.

Reduce Management Fees

Don't pay mutual fund or ETF management fees. Use a low cost broker to avoid trading fees.

Simplify owning all the stocks in an index

With automatic buying and rebalancing of individual stocks

Automatic rebalancing

Rebalance your portfolio at your pace - Yearly, Quarterly, Monthly or Weekly.

Let rebalancing happen automatically, or approve every trade. Automatic rebalancing is not available with all brokers.

Start small and grow

Contribute at regular intervals - your fund will be automatically balanced.

You don't need to start with large investment. A representative sample of stocks will be used until you can invest in the entire index.

Keep your broker

Use your current low cost broker to buy and hold stocks

No need to move your holdings to another broker, our service connects with your existing broker to analyze the holdings and recommend trades.