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Explore the core features of FundVisualizer Start watching
Introduction

Overview

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Compare

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Create hypotheticals

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Explore

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PDF creator

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Import data

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Overview 1m12s
Description
Compare funds 18s
Description
Create hypotheticals 19s
Description
Explore 28s
Description
PDF creator 20s
Description
Import 15s
Description

Video Highlights

  • 0:02 Enter fund name or ticker
  • 0:07 Click “i” for additional fund information
  • 0:11 Select an interactive chart
  • 0:06 Create portfolios with allocations
  • 0:11 Select Hypotheticals chart
  • 0:15 Edit available assumptions
  • 0:05 Enter fund name or ticker, tool returns top 20 performing funds in same share class and Morningstar category; or
  • 0:15 Enter a Morningstar category, tool returns top 20 performing funds in same Morningstar category, defaulted to Y-share class
  • 0:20 Use filters to narrow search results
  • Add saved charts to PDF creator
  • Create custom cover sheet with client’s contact information
  • Print or email PDF
  • 0:05 Browse computer to upload a spreadsheet; or
  • 0:15 Copy and paste spreadsheet data into tool
  • 0:20 Data will update automatically

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