Anyone know of a good place to help calculate our current asset allocation?

MomofFour · #1 (**permalink**) 05-14-2008, 04:57 AM

Do you know of a website or program I could use to input our current investments and it would tell us our current allocation of equities and bonds in our portfolio? I have found several portfolio trackers, but no good assset allocation calculators. I know I could do this on Morningstar, but it looks to me like in order to do that you have to have the premium subscription.
Thanks!

aida2003 · #2 (**permalink**) 05-14-2008, 05:18 AM

X-ray feature on Morningstar

jIM_Ohio · #3 (**permalink**) 05-14-2008, 06:46 AM

Who do you invest with? I have 100k+ with T Rowe price, which makes me a preferred customer and gets me morningstar premium for free.