Custom Portfolios
Build Your Portfolio, Your Way
Our custom portfolio platform gives you the control and flexibility to create an investment strategy that perfectly aligns with your unique goals and preferences.
Whether you're an experienced investor or just getting started, our intuitive tools make it easy to build, backtest, and optimize your portfolio with access to thousands of stocks, ETFs, bonds, and alternative investments.
Key Features
Everything you need to create and manage your custom investment portfolio
Advanced Screener
Filter through thousands of investment options using over 100 different criteria to find the perfect assets for your portfolio.
Learn moreBacktesting Tools
Test your portfolio strategy against historical market data to see how it would have performed over different time periods.
Learn morePortfolio Analytics
Get comprehensive analysis of your portfolio including risk metrics, diversification scores, correlation data, and performance attribution.
Learn morePortfolio Builder
Our intuitive, drag-and-drop interface makes it easy to create your custom portfolio
Get Started in 3 Steps
Select Assets
Choose from stocks, ETFs, bonds, and alternative investments
Set Allocations
Determine what percentage of your portfolio to allocate to each asset
Analyze & Optimize
Review portfolio metrics and use our optimization tools to improve performance
Portfolio Templates
Jump-start your custom portfolio with our expert-designed templates
Dividend Growth
A portfolio of high-quality companies with a history of growing dividend payments, designed for income and moderate growth.
- 20-25 dividend aristocrat stocks
- Average dividend yield: 3.5%
- Quarterly rebalancing
Tech Innovation
A growth-oriented portfolio focusing on leading technology companies and emerging tech trends for long-term capital appreciation.
- 15-20 tech-focused stocks and ETFs
- Higher volatility profile
- Quarterly rebalancing
ESG Focus
A diversified portfolio of companies with strong environmental, social, and governance practices for sustainable long-term returns.
- 25-30 ESG-screened stocks and ETFs
- Top ESG ratings across sectors
- Quarterly rebalancing
Expert Support When You Need It
While you maintain control of your custom portfolio, our team of investment professionals is always available to provide guidance and support.
Investment Consultations
Schedule one-on-one sessions with our financial advisors to review your portfolio strategy
Educational Resources
Access our library of investment guides, webinars, and research to enhance your investment knowledge
Portfolio Alerts
Receive customized alerts about market events, rebalancing opportunities, and portfolio performance
What Our Clients Say
"The portfolio builder tool is incredibly intuitive. I was able to create a custom strategy that aligns perfectly with my investment goals and risk tolerance."
David L.
Custom Portfolio User
"The backtesting capabilities are excellent. I was able to see how my strategy would have performed during different market conditions and make adjustments accordingly."
Sarah M.
Premium Member
"I love having complete control over my investments, but with the safety net of expert advice when I need it. The portfolio templates were a great starting point for me."
James R.
Custom Portfolio User
Ready to Create Your Custom Portfolio?
Take control of your investment strategy today with our powerful portfolio building tools.