Planning Tools | Capital Group

Planning Tools

Tools to help you plan and maintain portfolios,
as well as present recommendations to clients


Portfolio Construction

Portfolio Resources

Create a portfolio using our:

  • Objective-Based Portfolio Planner®
  • Time-Based Portfolio Planner®
  • Custom Portfolio Planner®


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.