Your Investment Portfolio Deserves A Second Opinion
See how well your investments are performing – and how they could do even better – with the Investment Checkup tool. Compare your current portfolio allocation to the ideal target allocation designed to minimize risk and maximize returns to meet your financial goals.
Get Started
Build A Personal Financial Plan
Get a customized financial plan based on your current holdings
and goals with the Investment Checkup tool.
Assess Your Risk
Review the risk in your portfolio. If you’re taking on too much investment risk, you’ll get suggestions on ways to achieve similar levels of performance while reducing risk.
Compare Your Portfolio To The Target
See if your current investments are positioned to capture the greatest returns possible. Establish a benchmark for your investments.
Get A Target Allocation
Receive an investment strategy that is the optimal blend of asset classes to achieve a given risk-adjusted return. For a more specific long-term plan, try our Retirement Planner.
Analyze Past Performance
Examine how your portfolio would have performed in the past. Compare the performance of your investments over time against your recommended Target Allocation. Would you have left money on the table?
Download The App
["Author"] has entered into a referral agreement with Personal Capital Corporation ("Personal Capital"), through which Author will be paid between $70 and $150 for each person who uses webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. Author may also be eligible to participate in an additional bonus compensation program through which the Author will be paid additional compensation based on achievement of certain goal metrics. Eligible participants in the bonus compensation program and the goal metrics are established by PCC at its sole discretion. Author is not affiliated with Personal Capital and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the referral arrangement. Investors that are referred by Author to Personal Capital and subscribe for investment advisory services provided by Personal Capital’s subsidiary, Personal Capital Advisors Corporation (“PCAC”), will not pay increased management fees or other similar compensation to Author, Personal Capital or PCAC as a result of the referral arrangement. Additional information about PCAC is contained in Part 2A of PCAC’s Form ADV. This referral agreement with Author does not imply a sponsorship, endorsement, approval, investigation, verification, or monitoring by PCAC of the contents of the Author's website. Personal Capital is not responsible for the content of any website owned by a third party that may be linked to Personal Capital's Website regardless of whether the link is provided by PCAC or a third party. Personal Capital does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website.