| It's one of the highly requested features. We definitely want to add that in the future. My apologies for the inconvenience! Here are two popular ways to get started: 1. Start with a template: One way to get started is to scroll down on the homepage, pick one of the "lazy portfolios" and fork it. For example, you can go to this Three-Fund Portfolio page https://hellomoney.co/portfolio/FsF71j, click "Save As," and tweak the percentages or amounts to your liking. Although Bogleheads wiki is not the most friendly to beginners, pages like these may be useful for picking the % weights. https://www.bogleheads.org/wiki/Asset_allocation https://www.bogleheads.org/wiki/Lazy_portfolios 2. Pick 401(k) funds If you're in the situation where you need to construct a portfolio from a limited set of 401(k) funds, you can use Hellomoney to pick the funds and the weights. Click "New Portfolio" on top of the page, delete the default fund (VFINX), and start entering the available funds in your 401(k) plan by name or symbol. Not all funds may be available on Hellomoney, but you should be able to add a majority of them. (Generally speaking: if you don't see a symbol for the fund, it's not a publicly available fund, and you won't find it on Hellomoney.) Then you can delete the funds that you're not interested in (high expense ratios for example), or "turn them off" by making their weights $0 or 0%. Here are a few examples: https://hellomoney.co/portfolio/16fb02 https://hellomoney.co/portfolio/aa4888 As you change the weights, you can see the historical performance that the portfolio would have had in the past, including how much it would have lost/gained in the past crashes and boom times. Hope this helps! Let me know if you have any questions. |