>_ alternatives to Merrill Edge Investment Tools
3 portfolio management tools that do a similar job to Merrill Edge Investment Tools, with the facts side-by-side.
See full data, pricing and features on the Merrill Edge Investment Tools profile page.
the tool you're replacing
Merrill Edge Investment Tools— Provides investment calculators and portfolio analysis tools for asset allocation, dollar cost averaging, risk measurement, and exposure analysis.
Multi-assetPortfolio ManagementFREE· integrated suite of calculators for retail brokerage account holders
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Merrill Edge Investment Tools (this tool) | integrated suite of calculators for retail brokerage account holders | FREE free tier | — | — |
| Vanguard Tools and Calculators | integrated suite of calculators tied to Vanguard's brokerage and 529 accounts | FREE free tier | — | — |
| FINRA Tools and Calculators | broker license verification via BrokerCheck | FREE free tier | — | — |
| Portfolio Visualizer | investors running historical portfolio backtests, monte carlo simulations, and tactical asset allocation models across funds and asset classes. | FREE free tier | Free $0 | Retail, RIA |
free alternatives to Merrill Edge Investment Tools
- Vanguard Tools and Calculators — integrated suite of calculators tied to Vanguard's brokerage and 529 accounts
- FINRA Tools and Calculators — broker license verification via BrokerCheck
- Portfolio Visualizer — investors running historical portfolio backtests, monte carlo simulations, and tactical asset allocation models across funds and asset classes. · Free $0
- Vanguard Tools and Calculators— Provides 23 calculators and tools for retirement planning, 529 college savings, portfolio analysis, and IRA contribution limits across Vanguard accountsMulti-assetPortfolio ManagementFREE· integrated suite of calculators tied to Vanguard's brokerage and 529 accounts
- FINRA Tools and Calculators— Provides free regulatory tools for verifying broker licenses, researching arbitration awards, analyzing fund fees, and accessing fixed income and equity market data alongside retirement and loan calculators
- Portfolio Visualizer— Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.