Portfolio Tools
Below, you'll find a variety of tools to help you build and manage a portfolio of Steadyhand funds. If you're looking for further help, or just need a sounding board, call 1-888-888-3147 (from 7am to 5pm PT Mon-Fri) and you'll get a live voice.
Portfolio Builder
Looking for a recommendation on a portfolio that's best suited for your objectives? Our Portfolio Builder can provide you with a simple solution, whether you're looking for income, growth or something in between.
Learn more →Asset Mix Look-through
Our Asset Mix Look-through tool shows you the resulting asset mix of any combination of our funds. The perfect tool for those looking to construct a custom-built portfolio using our income and equity funds.
Learn more →Fee Calculator
Our Fee Calculator shows you the fees associated with any given portfolio of Steadyhand funds. It also shows you the costs you'll save as compared to investing in a fund that charges a category average fee.
Learn more →Volatility Meter
Our Volatility Meter shows the historical returns of key asset classes and illustrates how diversification can affect a portfolio's volatility and returns over the long run.
Learn more →Steadyhand Comparison
Compare and contrast our firm to other common investment providers and vehicles, including: full service advisors, ETFs, investment counsellors, and no-load mutual fund companies.
Learn more →Steadyhand Dictionary
A resource to help you make sense of the industry's dialect. Think of it as the little black book of investing.