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.
Your substitute
FTQGX 91 match
Weight37%
Your substitute
FSLSX 88 match
Weight63%
Your matches stick. Next month’s mix uses them automatically.
Your allocation
Example result · July
100%deployed
Subscribers also get: live month data, similarity picker, and mappings that
remember your substitutes each month.