Compare funds, model portfolios, and share with your clients, anytime, anywhere.

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David Idle
David Idle

Analyze funds from across the industry

Evaluate more than 30,000 funds, ETFs, and indexes, using over 80 performance and risk metrics, and compare funds and portfolios directly from your desktop or tablet.

  • Make head-to-head comparisons of funds or create and model portfolios
  • Access from any modern web browser or from your iPad
Fund analyzer

Explore new investment opportunities

Use the fund explorer feature and find similar funds based on the same share class and Morningstar category.

  • Filter your results to find potential new opportunities for your clients
  • Easily add any fund from the results page to a new comparison
Explore investment opportunities

Compare correlation to uncover hidden portfolio risk

Diversifying by market cap, geography, or investment style may not be enough.

The traditional model for building a diversified portfolio may not be adequate in today's market. Adding small-cap stocks to a large-cap portfolio, combining growth stocks with value stocks, or even supplementing a U.S.-focused fund mix with international or emerging-market equities may not create the level of diversification desired. The reason: high correlations across markets and investment styles over the past several years.

Use FundVisualizer to compare the correlation between two portfolios and fund-to-fund correlation to uncover hidden portfolio risk.

Compare funds and their correlations to uncover hidden portfolio risk

Create and model custom hypotheticals

Use the compare feature to create two portfolios and then model accumulation or withdrawal outcomes by entering custom dollar amounts for periodic contributions or withdrawals.

Model hypotheticals

Easily import your fund data

Copy and paste, drag and drop, or browse and upload all your fund tickers and portfolio allocations from a spreadsheet to save for easy comparisons later.

Import fund data

Model portfolio performance

Research the returns of different allocation models across a variety of historical market conditions to see the impact of tweaks to your clients' portfolio mixes.

  • Easily generate portfolio comparisons in just four clicks
  • Save comparisons to your personal library
Research the returns of different portfolio model allocations

Share with clients

Intuitive controls make it easy to create shareholder-approved reports customized for your clients.

  • Download, save, and print client proposals
  • Email directly to your clients from the application
Share reports with clients from this mutual fund and ETF screener

Build out your library of custom charts

Generate individual and custom portfolio comparisons, build a personal chart library, and save to keep your research organized.

  • Use the platform you prefer: desktop or iPad
  • Save charts with custom names organized into custom folders
Build a personal chart library