Free Portfolio Analyzer - Investment Checkup

Use the Investment Checkup tool to:

Assess your portfolio risk
Analyze past performance
Model individualized asset allocations

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view of the investment checkup dashboard

The importance of the Investment Checkup tool

It’s a good idea to check your investments periodically, especially if your goals or situation change and even after sharp market moves. This way, you can see if your mix of stocks, bonds, cash and other investments are still aligned to your goals, financial situation and risk tolerance.

The Investment Checkup tool features

Asset Allocation

Your current allocation is based on the assets you hold. Your alternative asset allocation is driven by the questions you'll answer in the investment checkup.

Stocks

Identify if you’re overweight or underweight in any one sector and see how well you’re diversified. You can compare your portfolio to the S&P 500 as well as our Smart Weighting™ recommendation, which is based on equal weightings across sectors instead of market cap weightings.

Costs

See if any of your accounts are paying high fund fees and how much they can cost annually. If you have mutual funds, it’s important to find out if they’re helping you meet your financial goals.

A closer look at asset allocation

Use our free, powerful financial tools to see your target allocation and areas for improvement.

Assess your portfolio risk

If you’re taking on too much investment risk, you’ll get suggestions on ways to potentially achieve similar levels of performance while reducing risk.

Get an alternative
asset allocation

View an alternative asset allocation that’s an optimal blend of asset classes to achieve a given risk-adjusted return.

Analyze past performance

Examine how your portfolio would have performed in the past and compare the performance of your investments over time against your alternative asset allocation.

Compare your portfolio

See if your current investments are positioned to perform as well as you'd expect and establish a benchmark for your investments.

Get your free Investment Checkup tool now.

Advisory services are provided for a fee by Empower Advisory Group, LLC (“EAG”). EAG is a registered investment adviser with the Securities and Exchange Commission (“SEC”) and subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Actors are not EAG clients.