Kaight

Portfolio review

Enter what you hold in each account and what you pay. The review adds it up, prices the all-in cost in dollars over 10, 20 and 30 years, prices the tax cost of switching, and lays three paths side by side. Candidates are mappings at your own equity share, not recommendations.

Accounts

Holdings as TICKER:percent lists summing to 100. For a fund the site does not know, add its expense ratio and class: FUNDX:[email protected]%us_stock (classes: us_stock, intl_stock, em_stock, us_bond, intl_bond, tips, cash, gold, commodities, reit, balanced, other).

last column: unrealized gain % (taxable accounts)
Costs and assumptions