Populate a Model using Custom Indexing

Instructions

Use Custom Indexing to import an index-based ETF composition to a portfolio model. Customize as needed then invest your clients in the model.

To Create a Customized Index Model

  1. Open the Advisor Setup tool from within Mosaic (button on top menu) or the Classic TWS Layout.

    The advisor setup button in TWS.

  2. Select the Custom Indexes tab, and then Create Custom Index . Enter a name for your new model.

    The Create Custom Index window in TWS.

  3. From the displayed list of index ETFs, highlight the desired benchmark. You can View Details and then Select Fund to populate the model.

    The set benchmark etf window in classic TWS.

  4. 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.

    The set target allocation window in classic TWS.

 

Additional Resources

Learn About Model Portfolios in Trader Workstation at IBKR Campus

Visit the Trader Workstation Website