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.
ZUSAXAB15AC10AH05AI10BA05AM40AO05CA05FA05Z
/// Model a different portfolio ///
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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.