Custom Asset Allocation
Build your own portfolio allocation. Add any categories (gold, crypto, REITs, alternatives), set any percentages — the tool computes amounts and shows the pie chart. Total doesn't need to be 100%; amounts are scaled proportionally.
Built-in presets
- Balanced 60/40 (TW stocks 30, US stocks 30, bonds 30, cash 10)
- Aggressive 80/20
- Conservative 30/70
- Three-fund classic (Bogleheads style)
- Inflation hedge (stocks + REITs + TIPS + gold/commodity)
Load a preset then customize, or start from scratch.