0 Replies Latest reply on Jun 8, 2017 1:34 PM by catsaunders

    SCHW needs a much better tool for asset allocation

    catsaunders Member

      TRP gives the Morningstar Portfolio X-Ray tool for free for all investors (a $189 a year value).  It breaks portfolios into many bits and pieces.  Morningstar has a slimmed down free tool at their site but nothing like the X-Ray.  What sucks at TRP is that they only have a few funds to invest in whereas SCHW has thousands for $100 min and $1 additional which is superior to any other firm.  However, their ETF free list is very expensive and out of my range.  Have to use CEF's and pay the $4.99 which blows.  Wish they had some free CEF's.