How to Arrow Analyze Portfolios

Advisors: Analyze portfolios

As a financial advisor, you know that clients today don’t simply want a star fund or fund manager. Clients look to financial advisors to provide better risk-adjusted performance that helps them achieve long-term goals.

FundVisualizer enables you to explore funds and to create portfolios that demonstrate how you are helping clients achieve their goals.

Create a portfolio of funds

To create a portfolio of funds and ETFs, click Compare and begin entering funds by name or ticker. Click + to add a fund, ETF, or index to your portfolio.

Once you’ve created your portfolio, FundVisualizer offers a choice of interactive charts that enable you to analyze funds that make up the portfolio.

Visualize asset allocation across classes

Create an asset allocation table to illustrate funds’ exposure across different asset classes. The bubble illustration shows where the assets of each fund are positioned in stocks and bonds, non-U.S. markets, convertibles, cash, and other categories.

Asset Allocation Chart

Compare portfolio funds in correlation charts

Build a correlation table to analyze portfolios in greater depth. You will be able to see not only whether the funds are invested in different asset classes, but also if their performance has low or negative correlation. Combining funds with low or negative correlation can help to reduce portfolio volatility.

Fund Correlation Chart

View historic performance of funds

Create a mountain chart to visualize periods of historic outperformance and underperformance by different funds over time. You may choose to view performance over standard time periods, or use the slider or date range boxes to focus in on a specific period.

Mountain Chart

Save charts

All of the portfolios can be saved for future reference and additional analysis.

Save Charts

Try FundVisualizer

FundVisualizer is a free, advisor-only tool for comparing mutual funds (including ETFs and no-loads) in head-to-head comparisons and from within portfolios. With FundVisualizer you can compare funds, model portfolios, and share with your clients, anytime, anywhere.

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