Raise expected returns or reduce portfolio risk. Use the Risk-adjusted Return tab on the Analysis page to see how each holding affects your Sharpe Ratio.
View moreCompare your portfolio's risk with your stated preference, then either change the preference, use Asset Groups, or adjust the holdings themselves.
View moreGo to Plan - Retirement Planning, open the Spouse / partner tab and set Include spouse / partner separately to Yes, then enter their details.
View moreIt is the share of 1,000 simulated futures in which your portfolio fully funds your planned retirement spending across a wide range of markets.
View moreOpen Preferences - Email alerts to toggle weekly summaries, Portfolio Score changes, tax-loss harvesting alerts, recommendations and idle cash alerts.
View moreGo to Net Worth, click the pencil icon on the account and mark it externally managed, so no buy or sell recommendations are made for its holdings.
View moreMerging accounts is manual today. Re-create any missing holdings in your primary account, then delete the duplicate via Account settings - Security.
View moreAdd the expense as a Life Event in Retirement planner - Life events. Use Down payment for home purchases or Custom event for other large expenses.
View moreUse Retirement planner - Life events - Add life event, choose Sell business, Inheritance, or Custom event, then enter the amount, year, and Increase.
View moreA Roth conversion moves pre-tax IRA or 401(k) money into a Roth, taxed now and tax-free later. Model it in the Retirement planner to see the trade-off.
View moreSet a steady monthly contribution in Scenario settings. For changing patterns, use Money in & out - Custom payment with date ranges to compare scenarios.
View moreModel the lump sum as a life event and DCA as a recurring Custom payment in the Retirement planner, then compare the two on the projection chart.
View more