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Am I OK?
The portfolio checkup for investors who’d rather know than wonder.
You picked your own funds. You rebalance when you should. You’ve read the books. But at 2 a.m., the question still creeps in.
“I know I shouldn’t panic, but I genuinely don’t know if my portfolio is set up correctly.”
r/Bogleheads
A checkup, not a consultation
Upload
Share a brokerage statement or link your account. Takes two minutes.
Assessment
Your portfolio scored across six dimensions — in plain English, not jargon.
The One Thing
The single highest-impact adjustment, with the dollar impact calculated.
What we don’t do
No advisory upsell
No AUM fee, ever
No data selling
No S&P 500 comparison
No judgment
Pricing
$99/year
or $29 for a one-time checkup
Less than a single hour with a fee-only advisor.
Get Started