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Tools & Calculators
Every analysis surface in one place — find the right model, stress test it, quantify tax friction, and plan the trades.
Model Evaluator
Answer six questions about the client and get a ranked shortlist of models with the reasoning behind each fit.
Open tool →Hypothetical Performance
Project the growth of a starting balance plus ongoing contributions or withdrawals against a model.
Open tool →Stress Test Scenarios
See how a model might hold up in past crises and hypothetical shocks versus its benchmark.
Open tool →Portfolio Comparison
Upload a client's current portfolio and compare allocation, cost, yield, risk, and overlap against a model.
Open tool →Tax Evaluator
Estimate the realized-gain cost of transitioning a taxable account into a tax-aware model.
Open tool →Rebalancing Analysis
Check account drift against tolerance bands and generate the trade list needed to bring it back in line.
Open tool →Model Customization
Start from a flagship model and substitute specific mutual funds or ETFs, then see the cost impact.
Open tool →Not sure which tool fits?
Ask Portfolio Studio and we'll point you to the right analysis for the conversation you're preparing for.