Portfolio Planner

Manage your investment strategy

Portfolio Planner allows you to efficiently manage your investment strategy with a diversified portfolio within your TD AMERITRADE brokerage account – with all the customization you want. Create your own or use a predefined target asset allocation strategy, or create a basket of securities and manage their allocation based on your individual parameters. Invest in mutual funds, ETFs, closed end funds or individual equity securities.

Long Term Investing | TD AMERITRADELong Term Investing | TD AMERITRADE

We’ll show you simple and effective ways to monitor markets, manage data and make your move with confidence. Invest for the long term, on your terms.

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For individual traders and investors

Active traders can create a basket of securities that allows them to trade, rebalance and invest new monies efficiently. And investors can manage a diversified portfolio within their brokerage account, complete with rebalancing and investing features.

Flexible portfolio allocation made easy

Design your own target asset allocation strategy – or choose a pre-defined one – and rebalance your portfolio. You can quickly invest new monies in the portfolio, or raise cash for withdrawal.

Review and compare

The Analysis page displays your current portfolio allocation including sub-asset classes – and your exposure to different parts of the market.

No Fee

You pay no investment management fee (standard commissions apply).

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