Asset Allocation Calculator - Portfolio Allocation Models
Our asset allocation tool shows you suggested portfolio breakdowns based on the risk profile that you choose. We use historical returns and standard deviations of stocks, bonds and cash to simulate what your return may be over time.
Backtest Portfolio Asset Allocation - Portfolio Visualizer
Construct and analyze portfolios based on mutual funds, ETFs, and stocks using historical data. Compare portfolio returns, risk, style, and drawdowns with a benchmark and customize cashflows, rebalancing, and leverage.
Asset Allocation Calculator - Bankrate
Find out how to create a balanced portfolio of stocks, bonds and cash based on your age, risk tolerance and other factors. Use the calculator to view a detailed report of your asset...
Portfolio Visualizer
Portfolio Visualizer helps you design, analyze and compare different portfolio models using historical data. You can also use Monte Carlo simulation, tactical asset allocation and optimization, and investment analysis tools to improve your investment strategy.
PortfolioMetrics: Backtest Your Investment Strategy
Portfolio Metrics is a web application that lets you input or upload your portfolio and test its performance and risk using historical data. You can also compare your portfolio to a benchmark, simulate returns, optimize asset allocation, and get insights from AI analysis.
Free Portfolio Analysis: Asset Allocation, Portfolio risk, Portfolio ...
X-Ray your portfolio to see its asset allocation, sector weightings, investment style, regional distribution, and potential stock overlap. Enter funds and specify percentage allocations or...
Portfolio Optimization | PortfoliosLab
Find the best asset allocation tailored to your objectives with our online portfolio optimization tool. Minimize risk, optimize returns & diversify assets for financial growth.
Asset Allocation Calculator and Tools from Merrill Edge
Compare your portfolio's asset allocation to a target asset allocation, and get customized recommendations to help you pursue your target.
Asset Allocation Calculator: Find the Perfect Balance of Risk and …
Use this tool to optimize your portfolio's asset allocation strategy based on your investment goals, risk tolerance, and time horizon. Learn how to balance risk and reward, diversify your portfolio, and manage risk effectively with different strategies.
Portfolio Calculator (Simulator) | Better Financial Future - MyPlanIQ
Simulate (backtest) a portfolio of ETFs or mutual funds with historical data and customizable rebalance frequencies. Optimize asset allocation, diversification, and risk management with charts, tables, and metrics.