FIDELITY.COM Free for Fidelity clients
Portfolio Planner has powerful account-aggregation tool. Household, tax, and goal info is more detailed and accurate than at other sites. Thorough risk analysis.
FINANCIALENGINES.COM $39.95/quarter for individuals;
free for corporate users
Best site for sophisticated investors. Allows for multiple accounts and goals. Stresses probability of achieving goals. Taxable-account tool is effective and unique.
MORNINGSTAR.COM $7.95/quarter
Best site for beginners. Very detailed fund information. Provides advice only for 401(k)s. Overly simplistic risk analysis. Warns about dangers of owning company stock.
MPOWER.COM * $20/year for individuals;
free for corporate users
Individual-investor site plagued by technical problems. Excellent risk-assessment tools. Incomplete mutual-fund data. Sell recommendations not tax-savvy.
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