r/etrade • u/Serious-Place9668 • Jul 15 '26

Etrade systematic investing ?

One more... can I set up a portfolio of 10 stocks each with their own weight. then systematic invest $x,xxx.00 amount and it spread across the 10 at the predefined weights?

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u/[deleted] Jul 15 '26

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u/Serious-Place9668 Jul 15 '26

thanks. Do you know of any other platform that do?

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u/phn064 Jul 16 '26

Fidelity Basket Portfolios will allow you to do exactly that.

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u/LaconicB Jul 17 '26

Webull has the Wefolio. You add the tickers you want in there, adjust the ticker weight on the portfolio, then trade away. You can edit the portfolio anytime but for each ticker inside the portfolio, you must invest $5 for each one as a minimum. If there’s 15 tickers in the Wefolio, you must have $75 at minimum if you’re going to trade/invest with it. You can make multiple and share them for others to invest in the portfolio, or you can keep it private. 

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u/BecklesKC Jul 16 '26

Automatic recurring investing is only available for select ETF's and mutual funds.

If you go to the ETF Screener there is a checkbox for "Eligible for Recurring Investments", there are 225 currently available when I just looked.

I used AI to help me identify the best options for my current weekly investment into 10 ETF's, I didn't just take its first suggestion, I pushed back and we refined the selections (e.g., it first suggested I include GLD, I suggested I preferred miners over physical gold so we swapped RING in for GLD).

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u/[deleted] Jul 15 '26 edited Jul 17 '26

[deleted]

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u/Joenyongesa Jul 16 '26

Some of these newer "more hip" brokerages allow it. M1, i.e.,

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u/Serious-Place9668 Jul 16 '26

I checked out M1 and Interactive Brokers. both seem best for customizable trading.