
Easier upkeep than stocks
Stock picking gives you total control of your portfolio. But the time it takes to keep all your holdings balanced adds up, especially when the markets are moving a lot.
Go beyond one-size-fits-all ETFs and index funds by customizing one to match any theme or investing strategy.
This can be a TFSA, RRSP, FHSA or Cash account.
Start from scratch, or customize a template.
Add funds and hit trade to get your index online.
Bring every position back into place with ease.
Combine the control of picking stocks with the ease of owning ETFs to put your own spin on the market. Then, keep the whole thing in sync with one click.

“No two days are the same. That’s why I like Custom Indexing so much. I can shift it according to how the market moves without having a logistical nightmare.”LinaEarly Custom Indexing user
Diversified. Concentrated. Volatile. Stable. All it takes is an idea, and you can bring it to life.
The GIRL Index

Joyee Yang
Prioritize long-term growth with a blend of global tech, emerging markets, dividend aristocrats and women-led companies.
1Y
+32.9%
5Y
+78.2%
AS OF
2026.05.27
Other (ETF)
78%
Consumer Defensive
8%
Consumer Cyclical
6%
Financial
2%
Technology
2%
Real Estate
2%
Healthcare
2%
ETFs, mutual funds, and automated investing at other brokers have a cost. The more you buy, the more you pay. Custom Indexing is free.

See how Custom Indexing compares to stock picking, ETF investing, and managed accounts.

Stock picking gives you total control of your portfolio. But the time it takes to keep all your holdings balanced adds up, especially when the markets are moving a lot.

ETFs give you instant diversification, but you can’t alter what’s inside as the market changes. If you see flaws in a sector, or a new stock is added to the ETF you don’t want, you’re stuck with them.

When brokers and funds automate your investing, they take a cut of your growth. The number often looks small at first, but becomes more impactful the more you own and leaves a bigger dent over time.

Stock picking gives you total control of your portfolio. But the time it takes to keep all your holdings balanced adds up, especially when the markets are moving a lot.

ETFs give you instant diversification, but you can’t alter what’s inside as the market changes. If you see flaws in a sector, or a new stock is added to the ETF you don’t want, you’re stuck with them.

When brokers and funds automate your investing, they take a cut of your growth. The number often looks small at first, but becomes more impactful the more you own and leaves a bigger dent over time.
