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1 Portfolio Holdings2 Investment Objectives3 Preview & Export
Your Investment Portfolio Report name Reporting currencyUSD — US Dollar Import from My Portfolio ＋ Add Holding
Import a portfolio saved in My Library or completed in a connected Portfolio Calculator tab. Your report inputs stay in this tab. Review imported positions before use.
Symbol / Name Type Quantity Price (USD) Market Value Weight Actions
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Your Investment Objectives All fields are optional. You can skip any question.
Primary investment objectiveNot provided Long-term Capital Growth Retirement Planning Regular Investment Income Capital Preservation Wealth Accumulation Other Prefer Not to Say Investment horizonNot provided Less than 1 year 1–3 years 3–5 years 5–10 years More than 10 years Prefer Not to Say Risk toleranceHow much temporary portfolio loss would you be comfortable accepting? Not provided Up to 5% Up to 10% Up to 20% More than 20% Not Sure Prefer Not to Say Liquidity needsNot provided No planned withdrawals Within 1 year Within 1–3 years Regular withdrawals Not Sure Prefer Not to Say
Investment experienceNot provided Beginner Some Experience Experienced Professional Prefer Not to Say Other considerations (optional) Questions for your financial advisor (optional)0/2000
Privacy protection: Do not enter your name, account numbers, contact information, or other identifying details. Automated warnings are not perfect; review your text before export. ← Back to Holdings Continue to Preview →
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Import from My Portfolio Saved in My Library Choose a saved Portfolio Calculator portfolio. Its saved settings will be recalculated to obtain model quantities and ending prices. Your saved portfolio will not change.
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From a calculator tab Open Portfolio Calculator below and select Calculate Portfolio. Keep the calculator tab open, return here, and select Import Completed Portfolio. A completed calculator already open in this browser can also be detected. Your report inputs stay in this tab.
Only model holdings with quantities, USD ending prices and valuation dates can be imported. This does not import brokerage accounts or modify the original portfolio.
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