Custom Indexes
Instructions
Advisors can use Custom Indexes to easily create a portfolio model populated by ETFs that mimic popular indexes like SPY, QQQ, and more. Once imported, you can customize the composition as needed using the Custom Rules button.
Once the index composition has been imported to your new Model Portfolio, use Custom Rules to automatically modify by setting a new cash target, excluding symbols, creating an ESG-based "exclude" list, and setting other custom criteria including new weights.
Additional Resources
Learn About Model Portfolios in Trader Workstation at IBKR Campus