FundVisualizer® is an advisor-only tool that simplifies your research with intuitive controls and powerful features. To see the impact of adjustments to your clients’ portfolio mixes, use the Portfolio Comparison feature to research the historical returns of different allocation models during various market environments.
To compare two portfolios, click “Portfolio” in the FundVisualizer menu.
Enter fund tickers or names to add to your “A” portfolio. Set the weightings. Repeat the process for portfolio “B.” Next, select the benchmark and click “Create Comparison.”
When the screen loads, choose from the available charts to compare the two portfolios against various performance and risk metrics.