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We're exploring several rebalancing models at the moment (calendar rebalancing, constant proportion rebalancing, as well as only rebalancing with new contributions), and trying to understand which folks are more interested in. Which would you be most interested in?

Definitely want to mitigate tax burden. Additionally, the direct indexing model does allow for more flexibility around loss-harvesting.

Great to hear! Thanks!

We are exploring a few different models for rebalancing. One is to rebalance with new contributions only, another would be rebalancing with each investing (through both buying and selling), and the third would be a more tax-aware rebalancing where it only happens quarterly or annually (perhaps after you've locked in long term capital gains).

Since we lean prosumer / DIY platform, we feel like perhaps we should support a few models. Curious which you'd prefer?

We're really interested in making the index editing dynamic. E.g. as you modify the weights, all metrics update in real time.

Additionally, we're interested in side-by-side comparisons as well, similar to a code "diff" on Github. So you can see how your modifications changed performance relative to a past version.

We'd love to get your feedback on this. If you have more thoughts, feel free to reach us at hello [at] enombic [dot] com

Thanks for asking. Not in the next few months. We really want to nail the UI/UX around stocks and ETFs before we expand our footprint.

Very glad to hear that. We literally built this because we wanted it to exist!

Thanks for your feedback!

If you want to stick to more traditional indexing approaches, that’s supported. For example, one user has stayed very close to VTI, but made some modifications to customize VTI to her goals and existing portfolio (https://enombic.com/abby/VTI-15).

We also have some users who want an easier way to automate their investments into a classic Vanguard basket (https://enombic.com/aml/lazy).

Everything on the app is DIY. So, alternatively, if you want to be more active, and test a thesis you may have, that’s supported as well.

Awesome! Definitely, didn't call this out explicitly in our post but anyone who joins the waitlist today will be expedited.

Thank you!

Right now each index will track the latest version by default but we're thinking through something similar to version pinning with software dependencies. E.g., something like jdoe-index-0==v2