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The Personal Fund Portfolio Tools are available for
license by financial advisors and other institutions. (The tools are currently
available for institutional site licensing only. They are not yet available
for subscription by individual professionals). Please contact
us to discuss licensing opportunities.
Some of the questions that the tools will answer include:
- I have cash to invest. Which investments might help me implement my
plan?
- How might I rebalance my existing portfolio in a tax-sensitive manner
to best meet my overall investment plan?
- I'm thinking about investing in a particular stock or fund. How will
that investment affect my overall portfolio?
- I'm looking for a particular type of investment. Which stocks or funds
meet my criteria?
- What are the costs and historical performance (adjusted for taxes
and loads) for a given mutual fund?
- How much did my mutual funds cost to own in the last year?
- How well diversified is my stock portfolio? Which industries do I
own and in what proportions?
- Am I making the most of my IRA? Are there any opportunities for me
to lower my taxes by switching any of my assets between my taxable and
tax-sheltered accounts?
- I'm thinking about selling a particular stock or fund. About how much
will this cost me in taxes?
- How much might I save on my taxes if I sell some of my investments
that have lost money?
- Which of my stocks have paid (or announced) dividends this year?
- Which of my mutual funds have paid dividends and/or capital gains
distributions this year
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