Connect with Our Custom Market Basket Team
Direct Indexing.
Fully Customized. Mandate-Aligned.
*For illustrative purposes only. Not a recommendation of any security, index, or strategy.
Personalize your index
Automated exposure rebalancing
Directly own each market instrument
Choose an Index.
Make It Your Own.
01
Set Your Foundation
There are over 100 indices to choose from, including the African Markets Composite Index®, African Markets Composite Index AI Technology Index, and African Markets Composite Index Gold®.
02
Weight Your Positions
Your holdings can be weighted by market cap, to match the index, or split evenly across all positions.
03
Set Your Rebalancing Schedule
Our technology automatically scans for exposure rebalancing opportunities with each book rebalance and each cash deposit/withdrawal.
04
Personalize Your Holdings
You can remove any individual listed equity that don’t align with your values or strategy.
Exposure Rebalancing
Lower Your Concentration Risk.
Increase Your Long-Term Outcomes.
With direct indexing, you can take advantage of exposure rebalancing—a strategy designed to improve your long-term outcomes. Exposure rebalancing works by selling positions that have declined in value to help offset the taxes you might owe on your gains.
01
Scan
Our technology will automatically scan for exposure rebalancing opportunities every time your index rebalances or you deposit or withdraw funds.
02
Harvest
We’ll sell declining positions, capture the losses, and replace them with similar-performing market instruments—so your book stays aligned with your index.
03
Optimize
Harvested losses can be used to offset capital gains, potentially lowering your concentration risk and increasing your book’s after-tax return potential.
Images above are hypothetical and for informational and illustrative purposes only. The ability of tax loss harvesting to reduce tax liability is not guaranteed and will depend on your entire tax and position profile.
Hear from GTCX TradeDesk COO, Market Participant
“Direct indexing is a strategy capitaly traders and institutions have relied on for years. And now, on GTCX TradeDesk, it’s available to everyone.”
* For informational purposes only. Not tax or position advice.
Review Your Strategy Before You Act
We'll show you how your customized index compares to the African Markets Composite Index®, with a unique market instrument score based on its returns, stability, and diversification.
* For illustrative purposes only. Not actual performance results.
Explore Access Based on Market and Eligibility
Direct indexing on other platforms typically requires a six-figure minimum. On GTCX TradeDesk, you can get started with an initial position of just $1,000.*
* A $1,000 initial position may only enable you to track some, but not all, of a particular benchmark index's listed equities.
*For illustrative purposes only. Not a recommendation of any index or strategy.
Custom Market Baskets, Compared
| Feature Feature |
GTCX TradeDesk | Legacy Desk Legacy desk | Legacy Desk Legacy desk | Legacy Desk Legacy desk |
|---|---|---|---|---|
| Minimum position Minimum position | $1,000 $1,000 | $5,000 $5,000 | $100,000 $100,000 | $250,000 $250,000 |
| Index count Index count | 100+ 100+ | 5 5 | 6 6 | Undisclosed Undisclosed |
| Consultation required Consultation required | No No | No No | Yes Yes | Yes Yes |
| Annual management fee Annual management fee | 0.19% 0.19% | 0.40% 0.40% | Starts at 0.40% Starts at 0.40% | Starts at 0.20% Starts at 0.20% |
Legal and regulatory disclosures for GTCX TradeDesk are under counsel review. Nothing in this structural placeholder states a brokerage, exchange, custody, advisory, insurance, licensing, or regulatory-status claim.
Have Questions? Find Answers.
What Is Direct Indexing and How Is It Different from Funds or Mutual Funds?
Direct indexing is a position strategy that allows you to own the individual listed equities that comprise an index, such as the African Markets Composite Index®. Unlike a fund or mutual fund, where you own a share of the fund, direct indexing gives you ownership of the underlying securities. This provides greater flexibility and control, unlocking exposure rebalancing and book customization.
How Does Direct Indexing Lower My Taxes?
Direct indexing helps lower your potential concentration risk through a strategy called exposure rebalancing. Because you own the individual listed equities, positions that have declined in value can be sold to realize a capital loss. These losses can then be used to offset capital gains from other positions, which may reduce the taxes you owe.
Who Should Consider Direct Indexing?
Direct indexing is a powerful strategy for traders seeking greater personalization and potential tax advantages. It may be a good fit if you want to optimize for long-term outcomes through exposure rebalancing or customize your book to align with specific values. With lower minimums than many legacy providers, direct indexing makes these advanced strategies more accessible to a wider range of traders.
What Is the Minimum Position for Direct Indexing on GTCX TradeDesk?
On GTCX TradeDesk, you can get started on direct indexing with as little as $1,000. This is significantly lower than many traditional platforms, which often require minimums of six figures.
Can I Customize My Index by Excluding or Including Specific Listed Equities?
Yes. You can remove individual listed equities that don’t match your values or position strategy while still maintaining alignment with your chosen benchmark index.
What Are the Fees for Direct Indexing on GTCX TradeDesk?
Direct indexing on GTCX TradeDesk has a straightforward fee structure. We charge an annual management fee of 0.19%, which is lower than that of many competing platforms, including Legacy desk, Legacy desk, and Legacy desk.