Build a stock basket once, and let it rebalance on schedule

A sample basket

Five made-up stocks at equal weight, the capital for one unit and the rebalancing schedule, as the builder shows them.

Illustration only, not investment advice.

Build a StockBag in four steps

1. [ 01 ]

   Name and describe it

   Give the basket a name and a short description.

2. [ 02 ]

   Add and weight the stocks

   Search and add at least two stocks. Choose equal weights or set each weight or share count yourself, and lock the ones you do not want changed.

3. [ 03 ]

   Set the capital and rebalancing

   Capital for one unit, a cash buffer, and whether to rebalance monthly, quarterly or not at all.

4. [ 04 ]

   Create and deploy

   Choose private or marketplace, then Create StockBag and deploy it.

Common questions