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Personalized Portfolio Builder


With thousands of fund choices available, building a diversified portfolio can be challenging. The Personalized Portfolio Builder tool simplifies the selection process to help you create a diversified portfolio of mutual funds or ETFs that meets your needs. 

The tool is designed to help you to diversify your portfolio using Schwab's asset allocation models, which range from conservative to aggressive. These models were designed to help you to determine an appropriate allocation of assets across various types of investments, based on your financial goals, risk tolerance and time horizon.
You will be guided through steps to help determine your fund preference, risk profile, and initial investment. The tool will show you ETFs or mutual funds that you can choose from to build a portfolio that matches your preferences.
In using this tool, be aware that Schwab is not analyzing your investment portfolio, your individual circumstances, or considering or recommending what you should buy, hold, or sell in your account.

Open an Account  or call  800-435-4000.

Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.