[patorick002]

Several years ago, I worked at a company called Motif Investing that was conceptually similar this. It was marketed more as a "build your own ETF" kind of thing. You could assemble and weight up to 30 stocks in a "Motif" and manage it over time. We had some of the features you mention as well. I was happy with the product and enjoyed working their, but the business never really took off. I wish you the best in developing your company!

[jjmaxwell4]

Thanks. I know of and have always respected Motif.

Would love to chat about any hard learned lessons along the way if you're up for it - [e-mail]