Investment Decision Tool Guide
Compare investment options like stocks, real estate, and mutual funds using our weighted scoring system! This guide helps you evaluate risk, returns, liquidity, and tax efficiency to make informed investment decisions.
Add Investment Options
Enter up to three investment options to compare.
- Enter investment names (e.g., 'Stocks', 'Real Estate', 'Mutual Funds')
- You need at least 2 options, but can compare up to 3 investments
- Use clear names that describe the investment type or category
💡 Compare different asset classes to diversify your portfolio!
Rate Key Criteria
Score each investment on four key criteria using specific scales for accurate comparison.
- Risk Level: Rate from 1-10 (higher means riskier investment)
- Expected Returns: Enter the anticipated annual return percentage (%)
- Liquidity: Score 1-10 based on how quickly you can access your money
- Tax Efficiency: Rate 1-10 considering tax benefits and implications
💡 Be conservative with return estimates and realistic about risks
Set Criteria Weights
Adjust how much each factor matters in your decision using our weighted system.
- Expected Returns has highest weight (80/100) as it's often the primary goal
- Risk Level is weighted very high (70/100) and set to 'Lower is Better'
- Liquidity (60/100) and Tax Efficiency (50/100) have moderate weights
- Use Low/Medium/High settings to adjust these default weights
💡 Higher risk often means higher potential returns - balance them carefully!
Review & Decide
Analyze the final scores and recommendations based on your investment priorities.
- Check the normalized score (0-100) for each investment option
- The highest scoring option gets a 'Recommended' badge
- Export to PDF or CSV to save your analysis or share with a financial advisor
💡 Consider consulting a financial advisor before making major investment decisions!