📪How to build an index

Read the article below to learn how to create and launch an index in five steps.

Step 1 - Click on "Index Builder"

Navigate to "Index Builder" to access the indexing platform.

Step 2 - Click on "Add Filter"

Click on "Add Filter" to view all available filters to create your custom index.

Step 3 - Select your filters

Select all relevant filters to create your custom index. You can view the securities of your new index as you choose filters for the index.

Step 4 - Click "Create Backtest"

Click "create backtest" to load a backtest of your index. A backtest usually takes between 1-3 minutes, depending on the number of data points being processed by the platform.

Once the backtest has loaded, you can view its index performance benchmarked against SPY (SPDR S&P 500 ETF Trust) and VT (Vanguard Total World Stock Index Fund ETF), as well as other metrics such as rolling volatility, drawdown, total turnover and rebalance statistics.

Step 5 - Launch your new index

Navigate to the "Go Live" arrows on the top left corner to name your new index, insert a description of the index, set calculation frequency, timezones, start/end time and visibility of the index (Public, Team Visible or Private).

Once you've filled out the details of your index, click "Launch."

It's as easy as that. Find out how you can build your own index on Index One's index builder.