LOGICLY Marketplace Quick Start Guide

Home to a myriad of model portfolios created by LOGICLY as well as multiple asset management firms.

           This article was last reviewed and updated on 5/4/23

The LOGICLY Marketplace tool allows you to view ETF-focused model portfolios from many providers such as ETF Issuers and portfolio strategists.

Using the Tool

To utilize the LOGICLY Marketplace tool:

1. Click the icon for the tool on the homepage under Portfolio Tools, or in the Hamburger Icon for the drop-down list on the left side of the platform.

market11

2. You can adjust the search from the Filters dropdown menu in the upper left-hand corner. Customizable Filters include:

Objective: All, Growth, Income, Stability
Provider: Wisdom Tree, LOGICLY, Wilshire, Fidelity
Sharpe Risk-Adj Return: All, More than 1, More than 2, More than 3, More than 4, More than 5
# of Positions: All, 5 or less, More than 5, More than 10, More than 20
Performance (1yr): All, Less than 0%, Greater than 10%, Greater than 20 %
Risk (1yr): All, Under 2%, Under 5%, Under 10%, Under 20%
Cost: All, Under 0.1%, Under 0.2%, Under 0.3%, Under 0.4%, Under 0.5%

3. Or you can Sort by:

Best Sharpe Patio
Lowest Cost
Most Diversified
Lowest Risk
Best Performance

4. If you want to jump to a specific Model Portfolio, enter the desired name in the "Lookup Field".
market22

5. Upon clicking a Model Portfolio, your selection will be pulled up in our Portfolio Analysis tool.