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
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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.
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