EasyAllocator.com - Online Portfolio Tool


Developed by Vanguard Diehards member ‘yobria’, EasyAllocator.com is an online tool that helps you create your own asset allocation plan, depending on your risk tolerance, time to retirement, and other factors. It even incorporates popular index fund-based portfolios such as the Coffeehouse portfolio and those by William Bernstein (whose books I am reading right now). What I really like is that it even helps you decide where (Roth? taxable account?) to put each fund to achieve the greatest tax efficiency. I wouldn’t use it blindly without doing some background reading, but it is definitely a neat tool.


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Find more in Investing | 3/10/06, 1:00pm | Trackback

Comments

  1. Anonymous Says:
    March 10th, 2006 at 8:53 pm

    test

  2. Apollo Says:
    March 10th, 2006 at 9:16 pm

    Looks like you’ve got a lot of good information links on your site. I’m gonna check out the Easy Allocator. It should interesting.

    I’m just starting up my blog site. Would be interested in any tips and advise you might have for beginners.

  3. Nick Cockcroft Says:
    March 11th, 2006 at 8:44 pm

    Thanks for the EA recommendation. Working on new versions as time allows.

    Nick

  4. BC Says:
    March 13th, 2006 at 1:57 pm

    Anyone have trouble getting the engine to work?

    I keep getting an error message…

  5. John More Says:
    November 18th, 2007 at 8:15 am

    I’m having trouble getting the easyallocator engine to work. please help!

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