Webwe are always looking to bring features and products to our clients that they need. You can make a custom index with up to 50 individual stocks, or a custom asset allocation. It sounds like it is a mutual fund that does automatic tax loss harvesting with a low expense ratio (0. 40%) and a $5,000.

Happy to hear you like our fidfolios! Webjun 24, 2022 · fidelity just announced a new feature called fidelity solo fidfolios.