Build, Track, and Manage Your Portfolio with Expert Precision.

Complete Portfolio Overview

See a complete view of your investments in one easy-to-use dashboard, enabling you to track each asset’s performance. Ensure you are always aware of your portfolio’s health and risk exposures, helping you make smarter decisions. You can integrate less liquid assets, like real estate or private equity, into your overall view.

Smart Asset Allocation and Diversification

WealthFluent’s Portfolio Management helps you optimize your asset allocation based on your personal risk tolerance and financial goals. By diversifying across stocks, bonds, real estate, private investments, and more, the tool ensures your portfolio remains balanced for growth and protection. Employ automated rebalancing when needed to stay aligned with your long-term strategy, removing the emotional component of decision-making.

“What If?” Analysis

Are you curious about how a new investment might impact your portfolio? Portfolio Revisions and Workspaces allow you to explore “What If?” scenarios and simulate potential modification without making trades. Want to see what a refinance would look like? Better yet, selling your home and buying a new one. You can even determine where to move money from for a downpayment. 

Whether reallocating assets, shifting into safer investments, or exploring aggressive growth, this tool empowers you to experiment and make confident, informed decisions before executing.

Portfolio Optimization Assist

Your Optimization Assistant instantly scans your portfolio, identifies where your portfolio is underweight, and recommends assets to keep your portfolio balanced against market conditions.

Ongoing Portfolio Monitoring

WealthFluent’s Portfolio Management Tools continuously monitors your portfolio, providing real-time, customizable indicators of benchmark deviation. Instantly view portfolio drift at both high and detailed exposure levels, helping you determine when adjustments are needed to stay aligned with your benchmark plan. This feature offers a clear view of your portfolio’s exposure compared to the benchmark, and with a single click, you can easily optimize to bring your allocations closer to your target.

Integrated Tax Efficiency

Optimize your investments for tax efficiency with our Portfolio Management Tool. Tax location is critical, and the best strategy can change based on market conditions. Integrated Tax Efficiency and account classification helps you strategically place assets in taxable and tax-deferred accounts, minimizing your tax burden.