Does anyone know of a good free tool that can help me figure out my overall asset allocation? I’d like to narrow in on how I’m allocated accross 401k, IRA personal account, etc and I don’t really want to build my own if I dont have to. The ones with my 401k and online trading suck. They only breakdown to equity, intl and fixed income. For instance I own a commodities fund and it calls it “equity”. Hopefully something you can just dump in ticker symbols and share/dollar amounts.
i use M* I haven’t put much energy into looking for one better…
What is M*. No google results.
Morningstar