Planning Tools | American Funds

  • Forms & Literature
  • CLIENT ACCOUNTS
  • INVESTMENTS
  • PRODUCTS & SOLUTIONS
  • INSIGHTS
  • TOOLS & PRACTICE MANAGEMENT
  • SERVICE CENTER

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.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

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.