Portfolio planning

Portfolio Allocation Tool

Compare your current mix with a target, see allocation drift, and estimate how a new contribution could move the portfolio toward plan.

Your portfolio

Set targets and current values

Edit categories and target percentages. Target weights should add up to 100%. Values remain in your browser.

New contribution to allocate (optional) Display currency Display only; no exchange conversion.

Asset category	Current value	Target weight	Actions

Target total: 100%

Current portfolio

$0total value

0% away from target

Categories0

Largest overweight—

Largest underweight—

Target total100%

Current versus target

Portfolio weights

Rebalancing view

Allocation breakdown

Category	Current weight	Target weight	Drift	Target value after contribution	Difference to target	Estimated value after contribution

Difference is target value after the contribution minus current value. Positive values indicate underweight relative to target; negative values indicate overweight. Suggested cash is directed to underweight categories first, then any remainder is allocated by target weights. No existing holdings are sold.

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