Portfolio Builder

Builder enables users to construct portfolios combining ETFs and stocks to achieve your benchmarks, guided by the best-regarded ETF screener.

Builder enables users to construct portfolios combining ETFs and stocks to achieve your benchmarks, guided by the best-regarded ETF screener.

RealTest

Coming Soon

RealTest and validate portfolio strategies using the most sophisticated testing and rebalancing capabilities used by leading financial institutions. Coming Soon.

Optimize

Coming Soon

Optimize your holdings by letting our optimizer set allocations based on your selected strategy. Coming Soon.

etf.com portfolio feature is particularly suited for portfolios that include a mix of ETFs and other stock tickers, providing typical portfolio metrics but also a deep dive into ETF holdings and comparative rating to ETFs and ETF portfolios

etf.com's portfolio capability enables investors to store and track their real or target holdings. ETF advisors use this feature to model portfolios and understand their performance characteristics

Users may build a portfolio using portfolio ticker weights or by entering #shares and purchase price. Users may also convert their existing watchlists to portfolios

Once a portfolio is built, all aspects of a portfolio including the performance, related news, analytical tools and scores are available in the portfolio's dedicated MyDashboard page