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How it works

My Fund Plan

Start from this month’s mix. Don’t hold a listed fund? Map a close match you already own — we rebuild the split for your lineup.

How this works

1Coach allocation
2Map your funds
3Your mix

Example (preview)

Guests and non-subscribers can see how the tool works. Active members map their funds, save substitutions, and re-use them automatically each month.

Illustrative month: July allocation · Fidelity family

Fidelity

Example

Coach published weights. You hold different funds — map substitutes, then generate.

Bond
FCBFX 0%
Your fund
FCBFX (same)
Weight0%
Equity
FOCPX
Your substitute
FTQGX 91 match
Weight37%
Equity
FDVLX
Your substitute
FSLSX 88 match
Weight63%

Your matches stick. Next month’s mix uses them automatically.

Your allocation

Example result · July
100%deployed
Fidelity
FTQGX 91
37%
Fidelity
FSLSX 88
63%
Subscribers also get: live month data, similarity picker, and mappings that remember your substitutes each month.
My Funds Coach