How can I create an equal-weight portfolio?

An equal-weight portfolio is a portfolio where each ticker starts with the same dollar value in the portfolio. Such portfolios can easily be created in Stock Rover. Enter the stocks you wish to include in the portfolio in the Quotes List. Make sure ‘Include All in Table’ is selected. Then, in the Table, multi-select all the rows you want in the portfolio, and right click. From the resulting menu, select ‘Trade in Portfolio’. From there click on ‘New’ to create a new portfolio and name the portfolio. Then ensure ‘Buy All Equally’ is selected in the Type field and put the desired $ amount per ticker in the Amount field. Stock Rover will automatically calculate the number of shares required for each ticker. Clicking the ‘Update’ button will then create the new equally weighted portfolio. See our portfolio help section for more detail and screenshots.

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