📪How to use custom code to build an index

Step 1 - Click on "Index Builder"

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

Step 2 - Click on "Use Custom Universe"

Click on "Use Custom Universe" to view all options on how you can upload your custom universe.

Step 3 - Click on "Custom Code"

Click on "Custom Code" and test your code.

If you have a file you would like to upload instead... Click on "Upload Universe" and select the file type that you would like to upload.

Step 4 - Test your code

Test and save your code. Once you're happy with it, create the bactest of your custom index.

Step 5 - 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 6 - 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.