As far as I'm aware, M1 does not offer automatic portfolio rebalancing or optimization. I also don't think you can really do any sort of direct indexing as you

As far as I'm aware, M1 does not offer automatic portfolio rebalancing or optimization. I also don't think you can really do any sort of direct indexing as you cannot lower the weights of any stock below 1%. I think we have a few extra features as well and would love for any M1 users to check us out.