Yeah, us too.

Simple, Easy Direct Indexing. Personalize and trade Stock Packages based on market indexes and funds, all while managing them as one investment.

Ever Want to Exclude a Stock
from an ETF?

Investments personalized in 3 easy steps.

1

Pick a Stock Package

Choose any of our pre-made packages to invest in, or start from scratch and build your own! There is no limit to how many stock packages you can invest in at once.

2

Personalize and Rebalance

Personalize the stocks in any package to kick out what you don't want, add what's missing, and more heavily weight the stocks you're most confident in.

3

Manage as One Investment

Invest in your Stock Packages just like you would invest in a single fund or company. Rebalance and update as needed, and always stay in full control.

Powerful AI tools built for you.

Use our unique AI tool, Ask Wallace, to create a personalized Stock Package focussed on indexes, funds, or your own ideas. Customize and weigh each package easily and dynamically.

Read through news feeds customized for each Stock Package, and research individual stock fundamental data with just a swipe.

Compare Stock Package performance and Ask Wallace for insights into the market movements

Our philosophy.

Institutional investors, such as hedge funds and mutual funds, have been pulling the strings in the market for too long. Many times people who invest in these funds don't even know where their money is going; thus, they lose financial control. These funds have the ability to manipulate the market through aggressively shorting stocks, over-buying or over-selling shares in order to trigger market events, or simply tricking the Wall Street algorithms into following their lead. This is creating a financial environment where traditional, everyday investors have no chance at playing the market successfully, despite recognizing indicators or successful trends.

This is where Wallace comes in.

Wallace is a powerful platform that allows investors to trade packages of stocks while maintaining full control to update and balance the stocks in the basket, allowing for more control with managing risk, focusing on the companies they believe in, and controlling their strategy. Wallace puts control back in your hands - the hands of everyday investors who keep their ears to the ground and know which companies and ideas are going to be the next big thing.

Take back control of your investing. Join Wallace today.

@ 2024 Build Your Indyfund, LLC