Whether an advisor manages it, it's in a 401(k), or you invest on your own, see how your account really compares with the market — the S&P 500, the Dow Jones, the NASDAQ or bonds — graded from A+ to F. Just enter the balances from your monthly statements.
Three steps, once a month. See the details →
From each monthly statement, the account's balance, plus any money you added or took out.
Your returns are measured against the indexes you choose, with deposits and withdrawals taken into account.
A letter grade, clear charts for every period and year, and a PDF to share with your advisor.
A statement shows your balance, not whether a simple index fund would have done better with the same money.
Money you added or took out is factored in, so you see what your money actually earned, not what you put in.
You type in the balances from your statements. We never connect to your brokerage or ask for its password.
Your monthly statements: the ending balance for each month, and the dates and amounts of any deposits or withdrawals.
It compares your account's return with the average of the indexes you choose. Matching the market earns a B; beating it earns an A. See the full scale.
No. You enter the numbers yourself, so there's no brokerage login to share.
Yes, anytime, from your Subscription page. You won't be charged during the 30-day free trial.
No. Reports show past results compared with the market. They don't recommend any investment or money manager.
$6.99 a month. Start with a 30-day free trial; cancel anytime.
