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A brand new Build-Your-Own

3 May 2016 in Inside Motif

We’ve rolled out a comprehensive redesign for Build-Your-Own-Motif that makes it easier, smarter, faster than ever to build a motif.

BYOM now has a powerful, new natural search tool to help you discover more stocks for your motif.

It’s never been easier or faster to take any investing idea and turn it into an investment.

Here’s a quick walkthrough of the new build your own tool:

Log into your Motif account and from the “Build” dropdown menu, select “Build a Motif”.

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The BYOM template

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  1. Add an image to your motif. Once you add an image and create your motif, you won’t be able to go back and change it to something else. It’s a good idea to add an image to help other investors discover your motif, should you decided to make it public in the community catalog.
  2. You can either add a title yourself or let the field auto-populate based on the stocks you choose.
  3. Add an optional description to let others know how you created this motif and your investment strategies and goals. Like the title field, the description also auto-populates based on the stocks you select.
  4. The performance chart updates automatically once you select your stocks.
  5. If you change your mind, you can always delete this motif. Otherwise it’s autosaved to your built motifs so you can come back and edit it.

Selecting stocks to add to your motif

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  1. Our new natural search allows you to search for stocks based on any idea or theme. You can plug in any investment idea and see relevant stocks pop up before your very eyes.
  2. Easily add stocks from your watchlist to your built motif in one click.
  3. Check stocks to add to your motif. Uncheck to remove.
  4. Perform multiple searches to find more stocks. If you change your mind about an investment idea or you don’t like what you see, you can always delete all the stocks associated with a certain search term.
  5. Once you find the perfect mix of stocks, click on the “Weighting strategy” dropdown to choose how much to invest in each one. Add, subtract, weight stocks with a few drags and clicks.
  6. Want to start all over? That’s easy – just click on “Clear all stocks”.
  7. See the latest news related to your stock.

It’s totally free to build any motif you want, with any 30 stocks or ETFs. To invest in your motif, pay just $9.95 total commission – that’s as little as 33 cents per stock. Check it out!

Standard pricing: $9.95 total commission per motif transaction, or pay $4.95 per stock for individual stock transactions. Other fees may apply. For details on fees and commissions, please click here.

Tags: BYOM

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