MoneyMatters.Investment Management Tool.
See how your portfolio mix compares to a target for your risk tolerance — enter your holdings below and the breakdown updates instantly.
Quick Start
The Investment Management Tool helps you categorize your holdings and compare your allocation to a strategy that fits your risk tolerance.
- Enter what you hold in each asset class, then choose your Risk Tolerance. Conservative is typically recommended for older individuals (55+) who rely on capital preservation and liquidity to live on. Moderate is for those looking to steadily grow while preserving capital. Aggressive is the greatest-risk allocation, designed for people with time to ride out volatility and generally less capital at risk. Nothing is saved or sent anywhere.
- Compare your current allocation to the recommended target for your risk tolerance, and see how your portfolio's expected return compares to the target return for that profile.
- The key to driving the most value out of this tool and all our tools is establishing a foundational understanding of your financial situation. The next step is to share this information with a trusted financial advisor to help you make the right choices to improve your financial health.
Your portfolio
Real estate, crypto, private holdings, etc.
Risk tolerance