⚡ Arowana Trader 🏦 Portfolio Advisor ⚡ Short-Term 📈 Long-Term
🔨 Features 💳 Plans
📈 Long-Term Investing

Asset Allocation Builder

Design your target portfolio — stocks, bonds, cash. Get ETF suggestions, a written investment policy, and a 20-year growth projection.

✅ No API needed 📊 Works entirely in browser 📋 Saves to your browser
← Dashboard
Total
100%
Risk
Medium
Rebalance
12 mo
Exp. Return
—
⚡ Quick Presets
🔒 Conservative 60/40 Classic ⚖ Balanced 🆕 Three-Fund 🚀 Growth 🔴 Aggressive
📊 Allocation Targets
📈 Stocks growth engine
%
Stock Tilts (must sum to 100%)
US Core%
Intl Dev.%
Emerging%
Small Value%
Quality%
✓ Tilts sum to 100%
🏠 Bonds stability & income
%
Bond Mix (must sum to 100%)
US Aggregate%
TIPS%
Intl Bonds%
✓ Bond mix sums to 100%
💵 Cash liquidity buffer
%
📊 Growth Projection
⚠️ Historical estimates only. Past returns don't guarantee future results.
🥳 Allocation
📈 Growth Projection
📋 Suggested ETFs
low-cost building blocks

These are illustrative examples only — compare expense ratios and tax implications before buying. Educational purposes only.

SleeveETFExp. RatioFocus
📜 Investment Policy Statement
auto-generated from your targets
    Educational only. This tool uses historical return estimates (Stocks ~7%, Bonds ~3.5%, Cash ~1.5%). Actual returns will vary. This is not investment advice. Consult a qualified financial advisor before making allocation decisions.