Jump to content
fastglass95

Looking For "current Portfolio Allocation Calculator"

Recommended Posts

Hello,

 

I've been searching on the internet for a FREE calculator that can take my Existing Funds and dollar amounts, from multiple accounts and come out with my current asset allocation percentages of the major classes: cash, bonds, small cap, large cap, mid cap, international, ect...,

 

I want to be able to plug my current funds and $ amounts in, and spit out a result.

 

I need to know where I'm at now, so I can re-allocate if needed.

 

Only calculators I keep finding are ones that determine My best fit for risk tolerance, and a suggested allocation percentages.

 

Anybody know of one???

 

-Tom

Share this post


Link to post
Share on other sites

Thanks Vince, That does work! I thought you had to be a "premium member" for that to work. You do not. But, it appears features beyond this you do need a premium membership.

 

I had used another model from a differnt site, several years ago, cannot find it, I believe it was one of the magazine websites, like "SmartMoney.com" or simalar.

 

-Tom

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...

×
×
  • Create New...