Risk profile
Assess yourself individually or work through the questions as a couple.
Interactive portfolio tools
Get a clearer read on your risk—and your portfolio.
Start with how much risk feels right, examine the portfolio you already own, or upload statements for a broader second opinion.
Portfolio analysis
Compare the risk in your current holdings with the risk level that fits you.
Second opinion
Review costs, conflicts, taxes, performance, diversification, and risk in context.
Portfolio Checkup
Choose the question you want answered first.
Your risk score and your portfolio's risk are different measurements. Looking at both can reveal whether the investments you own fit the experience you are prepared to live through.
Choose your starting point
One focused workspace. Two ways to get clarity.
Individual or couple
Understand the risk you can live with.
Explore your comfort with market risk, then compare that result with the risk characteristics of your current portfolio.
- Complete the assessment alone or together
- Upload statements or connect eligible accounts
- Compare personal tolerance with portfolio risk
- Identify potential gaps worth discussing
Before you continue
This experience is provided through an embedded third-party service. Information you enter, upload, or connect will be transmitted to and processed by that provider. Upload only documents you are authorized to share, and remove unnecessary Social Security and full account numbers when practical.
Continuing loads the Investipal experience. Results are educational estimates—not individualized investment advice.
Tool outputs depend on the information supplied and may be incomplete or inaccurate. They do not replace review by a qualified professional, create an advisory relationship, or constitute a recommendation to buy, sell, or hold any investment.
From score to conversation
A useful result should lead to better questions.
The tools can organize information and surface potential issues. An advisor can help test the assumptions, add context, and decide whether any change is actually warranted.
Want a human review?
Share your results with your financial professional, or contact E6 to connect with an appropriate advisor for a more complete conversation.
Request a conversationEducational tools are not a substitute for individualized advice. No advisory relationship is created by using this page. See the digital tools and privacy disclosure.