FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. To save time, use the data import feature to quickly move your fund data from a spreadsheet directly into FundVisualizer.
To import data, you can copy and paste your fund names or tickers, drag and drop an Excel file, or upload a file from your computer. Don’t worry if other data is captured; the system is smart enough to know what to ignore.
Make sure to identify the column that holds your ticker symbols and click “Next.” If the system doesn’t recognize a fund, correct it here or remove it.
After final review and corrections, click “Import.” Now, your funds are ready to be compared and analyzed in FundVisualizer.