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?
Sign up for free tools.
- See all your money, all in one place.
- Stay on track with our Retirement Planner.
- Get up to date with our Investment Checkup.
Invest with logic.
Plan with heart.™
Invest with logic.
Plan with heart.™
Sign up for free tools.
- See all your money, all in one place.
- Stay on track with our Retirement Planner.
- Get up to date with our Investment Checkup.
Invest with logic.
Plan with heart.™
Invest with logic.
Plan with heart.™
Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who have entered into a referral agreement with Personal Capital Corporation ("PCC"), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. Author is not affiliated with PCC 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 to PCC and subsequently subscribe for investment advisory services provided by PCC’s affiliated adviser, Personal Capital Advisors Corporation (“PCAC”) will not pay increased management fees or other similar compensation to Author, PCC or PCAC as a result of this arrangement. Additional information about PCAC is contained in Form ADV Part 2A available here.
