Powered by Agumbe
Turn your goals into an actionable plan
These recommendations are tailored to your risk profile, time horizon, and current holdings. Review the impact before you apply any changes.
Latest recommendation details
Help users review, understand, and act on personalized investment plan recommendations generated from their goals, risk profile, and current portfolio.
Plan recommendations
Recommended allocation by asset class
Equities
Global diversified stock exposure for long-term growth.
Bonds
Investment-grade bonds to stabilize returns and reduce volatility.
Cash & equivalents
Short-term instruments for liquidity and near-term goals.
Alternatives
Optional exposure to real assets or alternatives for diversification.
Adjust recommendation assumptions
Fine-tune key assumptions and regenerate a tailored plan.
Next best actions
1. Review goal coverage
Confirm that each high-priority goal has an acceptable funding level and timeline.
2. Align your portfolio
Compare your current holdings to the suggested allocation and plan any rebalancing.
3. Update monthly contributions
Adjust your recurring investments to match the suggested monthly contribution.
4. Save and track this plan
Set this recommendation as your active plan and monitor progress over time.