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Create and model portfolios for your clients

Putnam Investments , 6/7/2017



FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. To compare historical returns of different portfolios and their allocations across various market environments, use the model portfolio feature.

To create two portfolios, click “Compare” and add funds by ticker or name, then click the toggle switch to “Portfolios.” Set the allocations across portfolios A and B and click “Create.”

When the screen loads, choose from the available charts to see how the two portfolios compare against various performance and risk metrics and market environments.

To learn more about how to use the tool, read our other posts or begin using FundVisualizer now.

 

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