While FutureAdvisor recommends building long-term retirement portfolios with low-fee mutual funds and ETFs, we recognize that some of our users may want to hold individual stocks for a variety of reasons.

We are happy to announce that we now recognize stock holdings and fetch the most recent closing price for almost all stocks listed in major US exchanges. This includes not only stocks of companies domiciled in the US, but also American Depository Receipts of foreign stocks. For our users with stock holdings this update will improve the accuracy of our asset allocation analyses and the resulting rebalancing recommendations.

In the below screenshot, we have assigned Vodafone (UK), BP (UK), Nokia (Finland), and Toyota (Japan) to the Foreign Stock asset class, in addition to a holding of ETF shares of the Vanguard Tax-Managed International Fund, a fund we frequently recommend as a low-fee way to gain broadly diversified exposure to foreign stocks.

Do you have suggestions for how we can make FutureAdvisor more useful? We would love to hear from you. Just email us at advisors@futureadvisor.com.