Portfolio Analyzer: Enter Your Holdings
Enter holdings (e.g., AAPL as STOCK / Information Technology), target year, click Analyze. Compares to Vanguard Target Date approx glide path.
Your Holdings
| Name | Type | Sector | Value ($) | |
|---|---|---|---|---|
Your Portfolio Allocation
Benchmark Allocation
Your Sector Weights (Equity Portion)
Benchmark Sector Weights (Equity Portion)
Client-side only—no data sent. Benchmark approximate. Consult advisor for real planning.