MY PORTFOLIO

Like a seasoned financial analyst always ready to answer your call, the My Portfolio tool runs the numbers for multiple charts simultaneously and generates a single comprehensive report for any asset allocation you like.  Use this to evaluate your current portfolio, test the effects of incremental changes, and identify a customized investing plan suitable for your personal financial and emotional needs.


Want more asset options?

Create a custom chart with your own data 🛠


Portfolio Bookmark


Copy this shortcode and paste it below to see the saved portfolio.

ZFRAXAD27AJ15ED15EJ03AL03AM03BK06BM03AO10GA05GB05FA05Z

/// Model a different portfolio ///


Save and share the URL!

My Portfolio


Change the home country to translate the portfolio to local assets, currency, and inflation.

If the chart doesn’t load after a few seconds, refresh your browser.

Click to open

Change the home country to translate the portfolio to local assets, currency, and inflation.

If the chart doesn’t load after a few seconds, refresh your browser.

The interactive charts are sophisticated tools that push the limits of some mobile devices. If it doesn’t work, don’t give up! Visit this page on a laptop or desktop for the full experience.