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How do you project my portfolio’s returns in the graph?

We project the median value of your Wealthfront and other linked accounts based on our median estimates of expected returns and risks for the unique investments in your portfolio. These forward-looking estimates are obtained using a multi-factor framework that takes into account the performance of different asset classes and broader macroeconomic factors. These projections assume the composition of investments in your portfolio remains stable and do not take into account future trading decisions. Projections from our advice engine, Path, include the value of planned savings and projected retirement spending.

For more details on our methodology, please log into your account and review the Path disclosures.

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Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.

Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

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