ArcVest Portfolio Investment Tools

Portfolio Calculator

Analyze portfolio returns, volatility, and performance over time with custom asset allocations and rebalancing strategies

Run Monte Carlo simulations to test your retirement plan against thousands of market scenarios and real volatility

See how much advisory fees cost you over time. Compare typical 1.25% fees vs ArcVest's 0.40% with Monte Carlo analysis

See the opportunity cost of daily treats like coffee or weekly splurges. Discover what small expenses become over time

Calculate monthly mortgage payments, compare loan terms, and determine home affordability with detailed breakdowns

Ask questions about investments, portfolio strategies, and financial planning with AI-powered insights

Connect your investment account to analyze performance, compare to benchmarks, and see fees paid over the past 24 months