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Get instant grades and insights that reveal the hidden strengths and risks of your investments.

Get the facts about how your IRA, 401(k) and other investments are really doing.

Portfolio Report Card is a financial consulting service that will prepare a detailed portfolio report to help you understand the strengths and weaknesses of your portfolio that are key to your long-term success. No more guessing about what fatal flaws have infected your portfolio!

Learn about the hidden costs that are eating your portfolio’s return.

Uncover potential problems with the tax efficiency of your portfolio.

See if your investments are too risky or just right.

Find out how well (or poorly) your investments are really performing.

Get the facts about how diversified or concentrated your investments are.

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Privacy Statement

Introduction

We value your trust. This Privacy Statement explains how we handle information collected through our website offering financial tools and resources.

Information We Collect

Email Address (Optional): You may choose to provide your email address to receive updates, newsletters, or access certain features.
No Other Personal Data: We do not collect names, financial details, or other personal information through this website.

How We Use Your Information

To send you requested communications (e.g., newsletters, product updates).
To improve our website and services by understanding user engagement.
We do not sell, rent, or share your email address with third parties for marketing purposes.

Data Security

We use industry-standard safeguards to protect your information.
Access to collected data is restricted to authorized personnel only.

Your Choices

You may unsubscribe from communications at any time by following the link provided in our emails.
You may request deletion of your email address from our records by contacting us directly.

Third-Party Services

Our website may contain links to third-party sites. We are not responsible for their privacy practices.
If we use trusted vendors (e.g., email delivery services), they are contractually obligated to protect your information.

Updates to This Statement

We may update this Privacy Statement from time to time. Any changes will be posted on this page with a revised effective date.

Contact Us

If you have questions about this Privacy Statement or how your information is handled, please contact us at: ETFguide, LLC PO Box 230574 Encinitas, CA 92023

Trademark Notice

Portfolio Report Card® is a registered trademark. Any use of this name without the written consent of its owners is strictly prohibited.