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From the \u003Cstrong>Set Target Allocation\u003C\u002Fstrong> window of your Customized Index, click the \"Custom Rules\" button to:\u003C\u002Fp>\u003Cul>\u003Cli>Set a cash target.\u003C\u002Fli>\u003Cli>Exclude symbols.\u003C\u002Fli>\u003Cli>Create an \"Exclude List\" based on ESG Criteria.\u003C\u002Fli>\u003Cli>Define custom exclusion criteria such as financial ratios, sector, industry etc.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Cash Target\u003C\u002Fstrong>: If you set a Cash Target percent, this will affect the original scaling of target weights used in the benchmark ETF index. \u003C\u002Fp>\u003Cp>\u003Cstrong>Exclude Symbols\u003C\u002Fstrong>: You can see the list of financial instruments in the Set Target Allocation page. 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For example, for an excluded security the Benchmark% might be 0.0261% while the Target% is 0%. \u003C\u002Fp>\u003Cp>You can remove Custom Rules by clicking \"Set from Benchmark ETF\" at the bottom of the Customized Index model window. \u003C\u002Fp>",[1206,1212,1214,1216],{"id":628,"title":629,"feedback_context":1207},{"request_context":1208,"type":1209,"id":628,"faq_id":628,"timestamp":1210,"cir_id":1211},"faq-browser-public,faq-browser-1:JFaqHTTP6-2b985537-b333-4ae4-843f-2c0fd2db15b1","FAQ_NAVIGATION",1794534699907,"2abecdb0-e59c-433f-be93-14640a6b5bd8",{"id":984,"title":985,"feedback_context":1213},{"request_context":1208,"type":1209,"id":984,"faq_id":984,"timestamp":1210,"cir_id":1211},{"id":1092,"title":1093,"feedback_context":1215},{"request_context":1208,"type":1209,"id":1092,"faq_id":1092,"timestamp":1210,"cir_id":1211},{"id":1186,"title":1187,"feedback_context":1217},{"request_context":1208,"type":1209,"id":1186,"faq_id":1186,"timestamp":1210,"cir_id":1211},"\u003Cp>Customize your imported direct index using custom rules. From the \u003Cstrong>Set Target Allocation\u003C\u002Fstrong> window of your Customized Index, click the \"Custom Rules\" button to:\u003C\u002Fp>\u003Cul>\u003Cli>Set a cash target.\u003C\u002Fli>\u003Cli>Exclude symbols…\u003C\u002Fli>\u003C\u002Ful>",[1220,1233,1241,1249],{"id":1221,"title":1222,"feedback_context":1223,"short_description":1226,"source":1227,"slug":1232},"27279175","How do I set up alerts in TWS?",{"request_context":1208,"type":1224,"id":1221,"faq_id":1221,"timestamp":1225,"cir_id":1211},"FAQ_SIMILAR",1794534699933,"\u003Cp>To set up Alerts in the Trader Workstation, right click on the symbol you wish to set the Alert for and left click on the \"Alert\" bell icon in the right click menu. If you wish to create a simple Price alert, you can do so from the \"Configure Price Condition\" pop up window. If you wish to create a different alert such as a Trade alert, Margin Cushion alert, Volume alert, etc., click the \"Advanced Settings\" button to choose your alert type…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1230,"sourceType":1231},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=27279175","FAQ","set-up-alerts-tws-27279175",{"id":1234,"title":1235,"feedback_context":1236,"short_description":1237,"source":1238,"slug":1240},"40367390","How do I create a bracket order with defined offset amounts in TWS?",{"request_context":1208,"type":1224,"id":1234,"faq_id":1234,"timestamp":1225,"cir_id":1211},"\u003Cp>You can set up bracket orders with defined offset amounts within your order Presets. In Classic TWS, click on the Edit menu option followed by Global Configuration. On the left side, expand the Presets section by clicking on the plus sign next to the word presets. Next, click the product type you wish to set up Presets for (ex. Stocks, Options, Forex, etc.). The Presets window will populate on the right side. Click the \"All possible fields\" button at the top of the window to expand all of the sections within Presets. Scroll down to the \"Target Order (Profit-taker)\" and \"Attached Stop Order\" sections. Use the various sections (Order Type, Limit Price\u002FStop Price, Offset Amount, etc). to set up your desired parameters. Once you have set up your bracket order Presets as you wish, click the Apply button followed by OK to close the window…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1239,"sourceType":1231},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=40367390","create-bracket-order-defined-offset-40367390",{"id":1242,"title":1243,"feedback_context":1244,"short_description":1245,"source":1246,"slug":1248},"214539134","Can I set up automatic delivery of reports for clients?",{"request_context":1208,"type":1224,"id":1242,"faq_id":1242,"timestamp":1225,"cir_id":1211},"\u003Cp>Yes. To set up automatic delivery of reports for clients:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>From the Menu bar, click the \u003Cstrong>Performance &\u003C\u002Fstrong> \u003Cstrong>Reports\u003C\u002Fstrong> \u003C\u002Fli>\u003Cli>From the \u003Cstrong>Statements\u003C\u002Fstrong> tab, scroll to the \u003Cstrong>Custom Statements\u003C\u002Fstrong>…\u003C\u002Fli>\u003C\u002Fol>",{"id":1228,"title":1229,"link":1247,"sourceType":1231},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=214539134","set-up-automatic-delivery-reports-214539134",{"id":1250,"title":1251,"feedback_context":1252,"short_description":1253,"source":1254,"slug":1256},"452823884","What happens if my custom rules apply multiple criteria to financial instruments?",{"request_context":1208,"type":1224,"id":1250,"faq_id":1250,"timestamp":1225,"cir_id":1211},"\u003Cp>When you create Custom Rules for a Custom Index model, please note the Custom Rules are stacked. 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