Portfolio Fit

Check whether an asset aligns with your goal (income vs. growth), time horizon, and risk tolerance. This tool is opinionated, rule-based, and transparent—no hidden inputs.

Asset / Ticker

Asset type

Primary goal

Risk tolerance

Time horizon

Expected yield (optional)

Optional profile survey Improve accuracy

Do you need cash distributions now?

Max drawdown you can tolerate

Tax sensitivity

Concentration preference

Survey inputs never leave the page. They only affect the score calculation shown below.

Fit Score

—

Result

—

Goal alignment

—

Risk alignment

—

Portfolio Fit Meter

—/100

— —

—

Run an evaluation to see a portfolio-fit summary.

Tip: add the optional survey for a more precise fit score.

Recommendation

Run an evaluation to see actionable guidance (position sizing, watchouts, and best use-case).

Best for

Watch outs

Next steps: consider pairing this with Risk Meter (volatility/drawdown) and the Projection Calculator (income vs reinvest scenarios).

Educational use only. This is a heuristic “fit” model—not investment advice. If you want, we can align the rubric to your Tracks (Income/Growth/Income+Growth) so the scoring maps 1:1 to your workflow.