>_ best Passive / Index Investing tools

The 11 top passive / index investing tools in the index, ranked by upvotes.

1. 01.
   RoboPortfolio— Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocations

   Multi-assetPortfolio ManagementFREE· ▲ 0

   [↗] visit devsinvest.com[alternatives]
2. 02.
   As You Sow— Analyzes climate and social impact of thousands of U.S. mutual funds, ETFs, and 401k plans across environmental and social issue areas

   Multi-assetScreenersFREE· ▲ 0

   [↗] visit asyousow.org[alternatives]
3. 03.
   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· ▲ 0

   [↗] visit merrilledge.com[alternatives]
4. 04.
   Vanguard Tools and Calculators— Provides 23 calculators and tools for retirement planning, 529 college savings, portfolio analysis, and IRA contribution limits across Vanguard accounts

   Multi-assetPortfolio ManagementFREE· ▲ 0

   [↗] visit investor.vanguard.com[alternatives]
5. 05.
   TaxHarvest— Automates tax-loss harvesting across multiple brokerage accounts by pairing gains and losses to reduce capital gains tax liability

   EquitiesPortfolio ManagementFREE-$$$· ▲ 0

   [↗] visit taxharvest.ai[alternatives]
6. 06.
   Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts

   Multi-assetPortfolio Tracking$$· ▲ 0

   [↗] visit guardfolio.ai[alternatives]
7. 07.
   PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.

   Multi-assetPortfolio ManagementFREE-$$· ▲ 0

   [↗] visit portfoliopilot.com[alternatives]
8. 08.
   testfolio— Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.

   Multi-assetPortfolio Management$?· ▲ 0

   [↗] visit testfol.io[alternatives]
9. 09.
   Wallace Finance— Enables creation of custom equity portfolios by modifying ETF holdings, adjusting index weights, and building strategies from natural language prompts with automated rebalancing.

   EquitiesPortfolio ManagementFREE-$$$$$· ▲ 0

   [↗] visit wallacefinance.io[alternatives]
10. 10.
    Creget— Provides real-time NAV data, comparison tools, and calculators for every Indian mutual fund and credit card available in the market

    Multi-assetResearchFREE· ▲ 0

    [↗] visit creget.com[alternatives]
11. 11.
    Portfolio Visualizer— Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.

    Multi-assetPortfolio TrackingFREE· ▲ 0

    [↗] visit portfoliovisualizer.com[alternatives]