Home/FAQ/Build & Customize Motifs

Build & Customize Motifs

How much does it cost to build a motif?

It’s totally free to build any motif you want, with any 30 stocks or ETFs. To trade your motif, the standard commissions apply – $9.95 to buy, sell, or rebalance and $4.95 to sell or buy more of a stock in the motif.

How many motifs can I build?

You can build up to 250 motifs.

Can I make changes to the stocks in a motif after I’ve created it? What about after I’ve bought it?

Absolutely. From your Motif dashboard go to “Build”, click “Your Built Motifs”, and then click the “Rebalance” button. You can add, remove, or change the weightings of any stocks and ETFs in your motif.

If you’ve already bought the motif, it costs just $9.95 total commission to rebalance your positions.

If you just want to sell or buy more of a stock or ETF already in the motif, the commission is $4.95.

Why can’t I change the image or name after the motif has been created?

If you’ve chosen to share your motif, changing the name or image could be confusing to investors who are watching your motif.

Can I change the name of a motif?

No, at this point you can’t change the name of a motif.

Can I add a stock/ETF currently not in the motif?

Yes, you can add a stock or ETF before entering an order.

  • From the Motif Overview page, click the “Customize Motif” link at the top right. Then click the “Add Stocks” link on the next page, which will open a new window.
  • Select any stock/ETF from the “Related Stocks” list on the new window, or click the “Search for Stocks to Add” tab to enter the ticker symbol of the stock/ETF you want, then click “Add”.
    You’ll now see the stock/ETF added to the motif with a 0% weight that you can adjust.
  • Remember, a motif can only hold up to 30 stocks/ETFs. If you reach the maximum, you’ll need to delete some before you can continue.

Should I make my motif searchable in the catalog and on the web?

If you want other investors to be able to find your motif by browsing the site or by searching online, then you can choose to make your motif searchable.

How do I share my motif?

Click the sharing icons on the “My Built Motifs” page or from your motif’s overview page – the sharing icons are in the upper right corner, beneath the “Add to Watchlist” button.

Where can I find the catalog of community-created motifs?

To view the catalog of community-created motifs, go to the Motif Catalog and select the “Community Created Motifs” tab on the upper left

I’ve customized a motif but I’m not ready to buy it. Can I save it?

Yes, you can click the save button and then access it later from your Motif dashboard by going to “Build” and clicking on “Your Built Motifs” or “Your Custom Motifs“.

Where can I find the motifs I’ve built or customized?

You can find custom motifs that you’ve saved, as well as motifs you’ve built from scratch, by going to “Build” from your Motif dashboard and clicking on “Your Built Motifs”” or “Your Custom Motifs“.

Can I make changes to a motif I already own?

Yes, from the Motif Overview page for the motif you’d like to change, click “Rebalance Motif” or “Customize Motif”. You can add, remove, and change the weights of stocks and ETFs for a total commission of $9.95.

How do I change the composition of stocks/ETFs in a segment?

  • Click on the “Add Stocks” button, which will bring up a wizard that allows you to add a stock/ETF
  • You can also remove stocks/ETFs in the motif by clicking the delete icon that appears in the row containing the stock/ETF you want to delete.

How do I remove a stock/ETF from a motif?

You can remove stocks/ETFs in the motif by clicking the delete icon that appears in the row containing the security you want to delete. Clicking the delete icon next to each
segment will remove all securities in that segment. Deleting a security will redistribute its weight to other securities in the motif that are not locked.

What are the locks on the segments?

They are shortcuts that allow you to lock the weights of all the stocks/ETFs inside a segment. Once a segment’s weight is locked, adjusting the weights of the other securities/segments will not affect the locked segment or securities. Adjusting a locked segment adjusts all the securities in that segment.

What are the locks on the stocks/ETFs?

They allow you to lock the weights of individual securities in a motif. Once the weight of a stock/ETF is locked, adjusting the weights of the other securities/segments
will not affect the locked security. However, adjusting the weight of a locked segment will adjust the weight of its securities.

How do I change the weight of a stock/ETF in a motif?

  • From the Motif Overview page, click on the “Customize Motif” link at the top right.
  • On the row that contains the stock/ETF you want to modify, move the slider to the left or right. The total weight should always add to 100%. Hence, when you move the slider, all unlocked securities will move proportionally to keep the total weight at 100%.
  • Click the lock pad icon to lock the weights of the securities or segments you want to keep. Once the security weights are locked, adjusting the weights of the other securities will not affect the locked ones.

Can I lock an entire segment or stock/ETF at a given percentage?

Absolutely! All you need to do is click on the lock icon that appears in the row of the segment or stock/ETF.

What stocks can I add to a motif?

You can add stocks, ADRs or ETFs listed on major US exchanges.