This calculator evaluates your current situation and recommends an asset allocation compared to your current allocation. This calculator goes further and recommends specific trades, a timeline for execution and even specific assets based on a model portfolio.
Our allocation is based on an algorithm that considers your age, risk tolerance and several other factors.
The Portfolio Allocation tool reviews your current asset mix and recommends a target allocation based on your age, risk tolerance, and other factors. It's meant for investors who want a data-driven starting point for how their portfolio should be divided across asset classes, not just an opinion.
You provide your current holdings along with factors like your age and risk tolerance, and the calculator compares your existing allocation to a recommended target based on a model portfolio. It then suggests specific trades and a timeline for moving from your current mix toward that target.
The recommendation comes from an algorithm that weighs your age and risk tolerance alongside other factors, comparing the result to a model portfolio. This lets the tool suggest not just a general asset mix, but specific trades and assets to help you get there.
It's built for investors who already hold a portfolio and want to check whether their current allocation still matches their age and risk tolerance, rather than starting an allocation plan from scratch. It's most useful once you have real holdings to evaluate.
Portfolio Valuation tracks the current value of everything you hold, while the Mutual Fund & ETF Tool lets you research and compare the specific funds a reallocation might point you toward.
