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Design your OwnStock Index

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No trading commisions
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Why Double is better than rest
Direct Index, Dollar Cost Average and Tax Loss Harvest² a custom portfolio, all within one account.
Investing with Double is commission-free
Features
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M1
Wealthfront
Robinhood
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Direct Index popular funds¹
20+
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Tax aware rebalancing and automated tax loss harvesting²
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Dollar Cost Average into and between strategies
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Rebalance automatically to keep your exposure where you want it
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Partially
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Factor in taxes, trading costs, holding costs and factor models to determine optimal trades
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Zero AUM fees
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Features
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M1
Wealthfront
Robinhood
Frec
Direct Index popular funds
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Tax aware rebalancing and automated tax loss harvesting
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Dollar Cost Average into and between strategies
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Rebalance automatically to keep your exposure where you want it
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Partially
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Factor in taxes, trading costs, holding costs and factor models to determine optimal trades
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Partially
Zero AUM fees
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Earn up to 3.0%³
Earn up to 3.0%³

Earn up to 3.0%³

Earn interest on your idle cash. Opt-in to Cash Sweep at no cost to you and put your money to work.

Double Handles the Busy Work
Double Handles the Busy Work

Double Handles the Busy Work

Double keeps a keen eye on your portfolio, hunting for tax loss harvesting opportunities and prime rebalancing moments.

Zero AUM Fees
Zero AUM Fees

Zero AUM Fees

Keep more money in your pocket without the AUM fees that other financial advisors and robo-advisors charge.

Sophisticated investing made simple
Working round the clock for you
Double analyzes your portfolio every day so you don't have to. We watch for things like wash sales, stock splits, dividends and portfolio drift. If there are trades that our algorithm thinks will improve your portfolio, we will make them all while leaving you in control.
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Dollar Cost Average between strategies
Double makes it dead simple to move money between various active or passive strategies. This gives you deep control and can potentially help you spread out timing risk.
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Invest in what you know
Build your own collections of your favorite stocks or ETFs and allocate a percent of your portfolio against them over time.
Your money is secure
Safety & Privacy are at the core of what we do.
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You always own your assets

Your funds are held in your name at Apex Clearing, one of the largest US Custodians holding over $114B in funds. In the unlikely event that something happens to Double, your assets will be fully accessible.

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We are an SEC Registered Fiduciary

Double is a Registered Investment Advisor, meaning we are legally bound to do what is in your best interest.

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Technologists, not bankers

We have strict measures in place to keep your data protected. Sensitive information is encrypted and we offer 2-factor authentication for your protection.

Explore strategies we have for you
Select a reference index like the S&P 500 or an ETF like ARKK and we will break it down into its components automatically for you to adjust as you see fit.
YC Public Companies
Like Double, all of these companies have been backed by YCombinator. YC is the worlds most successful startup incubator started by Paul Graham, Jessica Livingston, Robert Morris and Trevor Blackwell in 2005.
Top Sector
Information Technology
Top Companies
Reddit Inc. - Ordinary Shares - Class ADropbox Inc - Ordinary Shares - Class AAmplitude Inc - Ordinary Shares - Class AGINKGO BIOWORKSMOMENTUS INCNOTABLE LABS LT
Holdings
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16
Ann. Return
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-1.1%
U.S. Momentum Factor
Tracks an index of large- and mid-cap US equities, selected and weighted based on historical price appreciation and low volatility. Focus is on stocks with strong 6- and 12-month price performance, while also considering volatility over the past 3 years. This approach aims to capture momentum while managing risk, providing a unique investment strategy for those seeking growth potential.
Top Sector
Information Technology
Top Companies
NVIDIA CorpBroadcom IncLilly(Eli) & CoMeta Platforms Inc - Ordinary Shares - Class AAmazon.com Inc.JPMorgan Chase & Co.
Holdings
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122
Ann. Return
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29.5%
S&P 500
The original passive investment vehicle is generally considered to be the S&P 500, comprising 500 of the largest stocks traded within the US. Double's take on this exposes a client to the US stock market in a diversified way without any expense ratio.
Top Sector
Information Technology
Top Companies
Microsoft CorporationApple IncNVIDIA CorpAmazon.com Inc.Meta Platforms Inc - Ordinary Shares - Class AAlphabet Inc - Ordinary Shares - Class A
Holdings
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501
Ann. Return
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21%
The Top 20% Club
This group of select stocks has achieved top 20% ratings in 1 year Revenue Growth, Free Cash Flow Per Share and 5 Year Return on Invested Capital. This select group of stocks is equally weighted to prevent any mega caps from dominating this Strategy.
Top Sector
Financials
Top Companies
Meta Platforms Inc - Ordinary Shares - Class ABadger Meter Inc.Freedom Holding CorpEast West Bancorp, Inc.A-Mark Precious Metals IncWingstop Inc
Holdings
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21
Ann. Return
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39.1%
Dividend Kings with Cash
These stocks have a strong dividend yield 5% yearly, and also are in the top 40% of all stocks with regards to cash on hand, meaning they have a strong balance sheet to finance those future dividend payments. We weight these stocks equally.
Top Sector
Information Technology
Top Companies
Newell Brands IncLeggett & Platt, Inc.Whirlpool Corp.MPLX LP - UnitIcahn Enterprises L P - UnitTwo Harbors Investment Corp
Holdings
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64
Ann. Return
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29.7%
Financial Sector
Double's Financial Sector Strategy invests in financial sector companies, including banks, insurance companies, and financial services firms. Providing exposure to the financial industry's performance, it plays a crucial role in diversified portfolios.
Top Sector
Communication Services
Top Companies
NVIDIA CorpMicrosoft CorporationApple IncAmazon.com Inc.Berkshire Hathaway Inc. - Ordinary Shares - Class BJPMorgan Chase & Co.
Holdings
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368
Ann. Return
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26.6%
U.S. Equity Factor Rotation
Optimizes returns by rotating investments across five historically successful styles: quality, value, size, minimum volatility, and momentum. By shifting focus among these factors based on forward-looking insights, this index capitalizes on market opportunities and provides a diversified approach to enhancing returns. This strategy offers a flexible and adaptive way to navigate changing markets, combining multiple styles in a single portfolio to maximize returns while managing risk.
Top Sector
Information Technology
Top Companies
NVIDIA CorpMicrosoft CorporationApple IncAmazon.com Inc.Berkshire Hathaway Inc. - Ordinary Shares - Class BJPMorgan Chase & Co.
Holdings
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121
Ann. Return
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26.3%
a16z Investments
Andreessen Horowitz, known as a16z, is a venture capital firm started by Mark Andreessen and Ben Horowitz. It is the largest VC firm measure by assets under management with $42B as of late 2024.
Top Sector
Communication Services
Top Companies
Meta Platforms Inc - Ordinary Shares - Class AOkta Inc - Ordinary Shares - Class ALyft Inc - Ordinary Shares Cls APinterest Inc - Ordinary Shares - Class AMaplebear Inc.Pagerduty Inc
Holdings
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11
Ann. Return
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39.8%
SEC Registered
SEC Registered
Zero Trading Commisions
Zero Trading
Commisions
Fiduciary
Fiduciary
JJ Maxwell
— JJ Maxwell
Founder of
Double Finance
Message from our CEO
“We’re on a mission to revolutionize investing by providing world class portfolio tools to everyday investors without any AUM fees”
— JJ Maxwell
Founder of Double Finance
Design your own
stock index
Some restrictions and fees may apply.
Questions &
Answers

Design your own stock index

© Double Finance, 2024

Double is a registered investment adviser with the US Securities and Exchange Commission (SEC). While such registration does not imply a certain level of skill, it does require us to follow federal regulations that protect you, the investor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Double's Form CRS for important additional information.

The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including double.finance) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training.

Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of August 6, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 4.5%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

⁴ This analysis calculator tool is for illustrative purposes only and is not financial advice. We do not guarantee the accuracy of the results or their relevance to your particular circumstances. This calculator uses hypothetical historical data and does not take into account the effect of taxes on a taxable account. Hypothetical historical data is no guarantee of future performance and this calculator is not intended to predict actual performance. The input of different time periods, amounts, and fees will vary calculator results. Average ETF fee is based on the AUM weighted average of US ETFs as of September 2024, see more information. Note that you can purchase ETFs through Double, which may incur additional fees.

Full pricing details along with an FAQ can be found here

Data displayed in charts and graphics above are for illustrative purposes only and do not reflect actual investment results and are not a guarantee of future results.

By using double.finance, you accept our and . Double is only available to US residents.

See Double Finance Form ADV Part IIA for additional information. Double does not guarantee that the results of its advice, recommendations, or the objectives of its direct index or cash management strategies will be achieved. We make no assurance that the investment process will consistently lead to successful investing. Before you invest, you should carefully review and consider your investment objectives as well as the risks, charges, and expenses of the underlying securities. There is at least a $1,000 account minimum required to participate in Double's strategies, although some strategies may have higher minimums.

Double does not provide tax, or legal advice. Double's website, brokerage, and advisory services are not intended for persons of any jurisdiction where Double is not authorized to do business. Tax savings will vary from client to client due to many factors including market conditions, tax characteristics of securities, client-imposed investment restrictions, client tax rate or status, and changes in tax regulations.