Asset allocaltion worksheet?

[bizlady]

My mom has decided that she wants me to look at her portfolio and make recommendations.

Does anyone know of an online program where I can simply plugin her holdings, and get an overall allocation of what is current? I know I can look it all up and do a worksheet but I am looking for a time saver.

any ideas??

 

[pb4uski]

M* Instant X-Ray? but i'm not sure what you mean by "what is current".

 

[bizlady]

Perfect- thanks!


By "what is current" I simply mean that I want to see how her portfolio is diversified and how it has performed before I make any recommendations, taking into account her needs and spending.

 

[Gotadimple]

Perfect- thanks!


By "what is current" I simply mean that I want to see how her portfolio is diversified and how it has performed before I make any recommendations, taking into account her needs and spending.

X-Ray will do that for you.

 

[audreyh1]

I think you have to buy a M* premium membership in order to do the X-ray.

 

[target2019]

I think you have to buy a M* premium membership in order to do the X-ray.

It can be done with a free account. It's called "Instant Xray"

 

[travelover]

I think you have to buy a M* premium membership in order to do the X-ray.

Your local library might have a membership that allows full access -mine does.