Tools

Enter tickers and weights. The tool sums N-PORT holdings across the basket and shows top names, countries, sectors, and the bond mix.

Five years of monthly total returns on any of the lazy portfolios. Equity curve, CAGR, max drawdown. Monthly rebalance, no trading costs.

Two to six funds at a time. Pairwise holdings overlap from N-PORT, for combinations the pre-built compare pages do not cover.

Ranks other catalog funds by holdings overlap and flags same-index swaps. Same-index funds are hidden by default.

Compounds two expense ratios over a long holding period and shows the gap in dollars, not basis points.

Same allocation, three accounts. Fills tax-deferred first, then Roth, and leaves the rest in taxable, with an estimated annual drag.

Balance, contribution, return, horizon. Ending value split into what you put in versus what compounding added.

Mortgage, auto, or student-loan amortization. Monthly payment, total interest, and a curve of how slowly principal moves at the start.