Invest By Model


Helping DIY Investors 

Security Pricing


Existing Positions
Existing positions are priced at the close of each trading day

Additions and Deletions
Additions and deletions to a portfolio are priced according to the average price for the trading session following a notice of change in the portfolio.

Portfolio Performance
Portfolio performance includes the aggregate change of positions and includes interest and dividends earned. Performance does not include transaction expense or research expense.