Evaluate your investment portfolio. Check if your portfolio fit your risk tolerance and get instant feedback on your asset allocation.
Portfolio analysis tool
| Asset name | Allocation (%) | Annual return (%) | Risk level | Asset type | Actions |
|---|
10-Year Scenario Simulation
Asset Allocation
Rate my portfolio
Get a comprehensive score and detailed insights into your investment portfolio's composition, risk level, and expected returns.
Portfolio risk assessment
Learn if your portfolio is diversified enough and how it aligns with your investment goals and risk tolerance.
Free portfolio analyzer features
Explore our financial tools
Net worth calculator
Set your wealth goals and see what it takes to achieve them
Emergency fund calculator
Calculate how much you need to save for unexpected expenses
Event planner
Model different financial scenarios and visualize your wealth journey
Health metrics
Get a comprehensive view of your financial health with key metrics
Retirement score
Evaluate your retirement readiness and track your progress
Debt payoff planner
Create a strategic plan to become debt-free faster
Financial independence
Calculate your path to financial freedom and early retirement
Mortgage affordability
Calculate how much house you can afford based on your income and expenses
Compound interest
Visualize the power of compound interest and long-term investing
Portfolio analysis
Analyze your investment portfolio's allocation, risk, and expected returns