Portfolio Analyzer

Key Insight

A well-diversified portfolio is the most reliable path to long-term wealth. Understanding your asset allocation is more important than picking individual winners. This tool helps you see the big picture of your investments.

What is Portfolio Analysis?

A portfolio analysis involves evaluating your collection of investments to understand its composition, risk, and potential for return. The goal is to ensure your portfolio is aligned with your financial goals and risk tolerance.

Key areas of analysis include:

Asset Allocation: The percentage of your portfolio dedicated to different asset classes (e.g., stocks, bonds, real estate).
Diversification: How well your investments are spread across different sectors, geographies, and company sizes.
Risk-Adjusted Return: How much return you are getting for the amount of risk you are taking.

Analyze Your Portfolio

Enter your holdings below to visualize your asset allocation and calculate your portfolio’s estimated weighted average return.

Portfolio Analyzer

Track your investments with live stock prices and performance metrics

Add Holding

Symbol

Cost Basis (Optional)

Exp. Return