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Portfolio Construction and Modeling Tools

M
Matt M · · 15 replies

Hey All,

I had started off with a very high equity portfolio in the years leading up to FI/RE. I've been working on adjusting my portfolio during this final stretch going into FIRE with an eye towards risk management. I want to use analytics, like stress testing different portfolios under different assumptions and allocations.

I started looking at PortfolioVisualizer as a potential tool for this activity; $360 annually is pretty steep, but if it is a trusted tool and helps give me confidence in my decisions, it is probably worth it. What are people in the FI/RE community using these days for this type of activity?

Thanks in advance for the ideas!

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