Asset Allocation Calculator
Explore a three-category allocation heuristic from age, risk tolerance and horizon.
- Methods explained
- Save scenarios
- Compare saved scenarios
- Household prefill
Your Profile
6
1 = Very Conservative, 10 = Very Aggressive
25 years
Illustrative Allocation
Risk ProfileAggressive
Stocks90.0%
Bonds5.0%
Cash5.0%
StocksBondsCash
Explore the full risk questionnaire
How it works›
Heuristic, not optimization. The inputs set a fixed illustrative allocation rule. The model does not estimate your capacity for loss, correlations, tax situation or expected returns. Three inputs define this rule; adding controls would not make the recommendation more personalized.