Asset Allocation Planner Calculator

What Asset Allocation Planner Calculator does

How to use the Bankrate Calculators Asset Allocation Planner Calculator

1. 1

   Enter your current investment holdings into the Bankrate Asset Allocation Planner Calculator

2. 2

   The tool analyzes your portfolio across multiple dimensions including styles, regions, and sectors

3. 3

   Review the instant overview of your asset allocation and the detailed report view provided

4. 4

   Use the results to identify concentration areas and determine if rebalancing is needed

Asset Allocation Planner Calculator FAQ

Can the Asset Allocation Planner Calculator handle retirement accounts like 401(k)s or IRAs?

Yes, the tool can analyze any investment holdings you input, including those held in retirement accounts, by entering the asset values and categories from your 401(k), IRA, or other investment accounts.

How often should I use the Asset Allocation Planner Calculator to review my portfolio?

It is recommended to review your asset allocation at least annually or whenever there are significant market movements or life changes that affect your financial goals or risk tolerance.

Does the calculator provide recommendations on which specific assets to buy or sell?

No, the tool provides an analysis of your current allocation and exposure across styles, regions, and sectors, but it does not give personalized buy or sell recommendations for specific securities.

Is the Asset Allocation Planner Calculator free to use, or does it require a Bankrate subscription?

The Asset Allocation Planner Calculator is free to use on Bankrate.com and does not require a subscription to access the tool.