Stage One - Planning: Divide your money

Why should you allocate all your assets and most importantly, how? Academic research has shown that over 90% of a portfolio's return is dependent on Asset Allocation (see 1991 study by Brinson, Singer and Beebower). Diversified portfolios smooth returns and reduce the risk of large losses due to any single investment or security.

In just 30 seconds we can provide asset allocation, balanced securities and risk-return details to suite your investment profile. Using our interactive asset allocation tool, you can see the impact of adjusting your initial investment, yearly contribution and time horizon.

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Stage Two - Implementation: Now that you have a general idea of how to allocate all your assets, take time to evaluate your portfolio

Sort top assets quickly by return, risk, correlation, and other criteria. Compare assets visually and add them directly into your portfolio.

Read only the most relevant news, latest blog posts and comments on a specific asset.

View top assets by Highest Average Annual Return, Highest Sharpe Ratio, Largest Holdings.

Note: If you already have a portfolio, you may choose to import your existing portfolios from other sites/software, and get insight our analysis tools. If you do not have an existing portfolio, simple create a new one, or import a sample portfolio using our analysis tools.

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Creating a portfolio is only the beginning. Want to know how much you can earn at your current risk? With our portfolio optimizer, you will get an effective overview of where the greatest potential lie and how to achieve the highest expected return without taking on additional risk.

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Stage Three - Management and monitoring: Investment is an ongoing process. Don't forget to check up your portfolios regularly.

Does your current asset allocation match your initial expectations? Compare our analysis with your initiative asset allocation.

Compare your portfolios' volatility to benchmarks with Portfolio Risk to decide whether to aim for a higher return with more risk, or to reduce risk with a more conservative approach.

Monitor your portfolio's behavior and characteristics based on return performance with Portfolio Style.

Visually see how the assets in your portfolio move against each other. Decide whether to add similar or hedging assets with Asset Correlation, or even reduce holdings of certain assets.

Get instant, up-to-date news, blog and comments for any assets.