Sign up! Plug in your portfolio and run an optimization for a given dollar amount you are looking to sell/distribute and let Wythdrawl do the heavy lifting for you.

We update our algorithms each evening with new data from the markets. Our proprietary system can change each day but it really depends on your portfolio and how those holdings perform. You should use Wythdrawl’s latest data whenever you are making a new distribution request with a same-day optimization.

Do you, or your financial advisor, have a process for what they are selling and when to optimize your portfolio longevity? If you do have a formalized and unemotional process, then you are probably ok. Wythdrawl was developed specifically to put a data-driven process around the selling/distribution phase of portfolio management for our clients.

When making our suggestions on what to sell for distributions, we take a multi-factor ranking approach and evaluate each and all of your securities’ trading ranges, fundamentals, growth, and stability.

We evaluate individual stocks, exchange traded funds, and mutual funds currently. We do not cover derivatives/stock options or individual bonds.

No, Wythdrawl is a web-based service that does not trade or manage portfolios for clients.

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