Free Portfolio Analyzer - Investment Checkup
Use our free Investment Checkup Tool to:
- Assess your portfolio risk
- Analyze past performance
- Get a target allocation plus more
Sign up now for free.
Now, let's secure your account.
Your phone number is used to verify devices for security purposes and to contact you about your account.
Why use the Investment Checkup tool?
It’s important to check your investments periodically, particularly if your goals or situation change or after sharp market moves. That way, you can see if your mix of stocks, bonds, cash, and other investments is still aligned to your goals, financial situation, and risk tolerance.
What are the main features of the Investment Checkup tool?
Asset Allocation
Your current allocation is based on the assets you hold. Your target allocation is a recommended asset allocation driven by the questions you’ll answer in the Investment Checkup.
Stocks
Identify if you’re overweight or underweight in any one sector and see how well you’re diversified. You can compare your portfolio to the S&P 500 as well as our Smart Weighting recommendation, which is based on equal weightings across sectors instead of market cap weightings.
Costs
See if any of your accounts are paying high fund fees and how much they can cost annually. For example, mutual funds tend to suffer from high costs, are impersonal, and can be tax inefficient. If you have mutual funds, it's important to find out if they're helping you meet your financial goals or hurting your chances of success.
A closer look at Asset Allocation.
See your target allocation and areas for improvement.
Assess your portfolio risk
If you’re taking on too much investment risk, you’ll get suggestions on ways to potentially achieve similar levels of performance while reducing risk.
Compare your portfolio
See if your current investments are positioned to perform as well as you'd expect. Establish a benchmark for your investments.
Get a target allocation
View a target allocation that’s an optimal blend of asset classes to achieve a given risk-adjusted return.
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.
Ready to start investing?
Download The App
Personal Capital Advisors Corporation ("PCAC") compensates ("Company") for new leads. ("Company") is not an investment client of PCAC.
["Author"] has entered into an agreement with Personal Capital Corporation ("Personal Capital"), through which Author will be paid up to $200 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. The “Author”, due to such compensation, has an incentive to recommend Personal Capital, resulting in a material conflict of interest. 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 qualified leads to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the 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 arrangement. This 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.
Advisory services are offered for a fee by PCAC, a wholly owned subsidiary of PCC, an Empower company. PCAC is a registered investment adviser with the Securities Exchange Commission ("SEC"). SEC registration does not imply a certain level of skill or training. Past performance is not a guarantee of future return. Investing involves risk. Personal Capital and the Personal Capital logo are trademarks of PCC. All other trademarks, trade names, or service marks used or mentioned belong to their respective owners.