Free investment checkup
Tune-up your investments with the free portfolio analyzer
Tune-up your investments with the free portfolio analyzer
Compare past performance, identify risk, and create models for your investments all at the same time.
Compare past performance, identify risk, and create models for your investments all at the same time.
Check under the hood of your portfolio
Check under the hood of your portfolio
The investment checkup will analyze your portfolio and help make sure your allocation and risk tolerance are aligned with your goals.
Review cost efficiency
Review cost efficiency
View your investments and fees to help make cost-effective decisions saving you money over time
Asset allocation for your goals
Asset allocation for your goals
Identify your financial goals and view asset allocations to help meet them
Enhanced diversification
Enhanced diversification
Make smarter decisions by understanding how your investments are diversified
A closer look at 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.
Asset allocation
Your current allocation is based on the assets you hold. Your alternative asset allocation is driven by the questions you'll answer in the investment checkup.
Costs
Review your fund fees and how much they can cost annually. If you have mutual funds, it’s important to find out if they’re helping you meet your financial goals.
Make the most of your investments with sound asset allocation
Make the most of your investments with sound asset allocation
Pinpoint your target allocation and discover new areas for improvement with alternate asset allocations, risk assessment, and more.
Analyze and compare
Analyze and compare
See if your current investments are ready to perform as well as you'd expect and examine how your portfolio would have performed in the past.
Assess your risk
Assess your 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.
Get alternative allocations
Get alternative allocations
View an alternative asset allocation that’s an optimal blend of asset classes to achieve a given risk-adjusted return.
Asset allocation, diversification, and/or rebalancing do not ensure a profit or protect against loss.