direct-indexing

Sparse index replication engine: tracks the S&P 500, Nasdaq-100, Russell 2000 and Nifty 50 with a small basket of stocks (~10% of each index) using a custom ADMM solver for L1-regularized portfolio optimization. Built for direct indexing, tax-loss harvesting and low-cost benchmark tracking. Python, FastAPI, Next.js, Azure.

Automate ETF Replication with Google Sheets and Alpaca

Open-source personal finance command center: direct indexing, tax-loss harvesting, retirement planning, options research, and AI-assisted workflows.

Public evaluation artifacts for Asymmetry PRISM on tax-aware direct indexing at book scale: batched account solves, speed and after-tax value, quality diagnostics, failure modes, and audit records.

Frec is a San Francisco fintech offering tax-aware, automated direct indexing for retail investors. Its products — Classic Direct Indexing, Long Short Direct Indexing, Diversify, Trade, Treasury cash management, and a Portfolio Line of Credit — replicate market indices with individual stocks while running automated tax-loss harvesting to minimize…

Ethic is an SEC-registered technology-driven asset manager that helps financial advisors and institutions build and manage highly customized, values-aligned, and tax-smart investment portfolios at scale.

Advisor-focused React/TypeScript calculator for enhanced direct indexing, tax-loss harvesting, state taxes, and exit/estate scenarios.

Vise is an SEC-registered investment adviser that provides an AI-powered wealth management platform for financial advisors, RIAs, enterprise wealth firms, and asset managers. The platform helps advisors build personalized, tax-aware portfolios and supports direct indexing, fixed income management, long/short strategies, tax-loss harvesting…

End-to-End Python implementation of Mancilla et al.'s (2026) methodology for solving the direct indexing portfolio selection problem as quantum combinatorial optimization. Enforces cardinality constraints via subspace confinement. Benchmarks PennyLane quantum circuits against D-Wave simulated annealing & HRP baselines with walk-forward backtesting.

Wealthfront is an automated investment service offering REST APIs and integrations for portfolio management, financial planning, tax optimization, direct indexing, and cash account management. Founded in 2008 and headquartered in Palo Alto, California, Wealthfront manages approximately $95 billion in assets for over 1.4 million clients as of 2026.