Tortfolio A portfolio balancer for the slow and steady

Tortfolio takes your current portfolio and investment goals to generate the most tax efficient way to invest while still attaining your desired asset allocation.

This site was made as a way to give back to the amazing community at r/personalfinance for helping me enter the world of investing and take control of my finances.

All logic in this site is based on the boglehead idea of tax-efficient fund placement, which can be found here: https://www.bogleheads.org/wiki/Tax-efficient_fund_placement

Tortfolio is hosted on Github Pages and all javascript calculations are completely client-side. I do not log or gather statistics of any sort, and there is no database.

Any information entered or calculated on this site is yours and yours alone.

The turtle man himself:

alexalford.net

https://www.linkedin.com/in/alexanderralford/