July 18, 2011

Want to be in control of your destiny?  Then you should check this site out.  It’s an online portfolio manager.   It lets you manage your investments.

They’ll help you choose the right portfolio for you based on Question and Answer.  Questions like: How old are you? How long until you need the money? What’s your level of investment experience?    Instead of investing in individual stocks – they’ll guide you on how to invest in the portfolio of an entire market.

Using Exchange Traded Funds you can save on as much as 80% on fees when compared to a typical mutual fund.

They watch your money, even when you’re sleeping.  When your portfolio rebalancing software gets out of balance, they’ll shoot you an email and not only will they tell you that things are out of balance, they’ll tell you how to get it back in balance by indicating what needs to be sold or bought.

Their software is broker-independent.  The software simply provides the guidance necessary to make trades in your account at your existing broker.  Many brokers like Schwab, Vanguard, Scottrade, and Fidelity have many EFT funds that can be traded without any fees.  Cool beans, right?

Still not sure this is the place for you?  Then sign-up for do it yourself portfolio management for free 30 day trial and give it a whirl.  What’s better than free?  If you do like it and decide to continue on – it’s less than $20 bucks per month.

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