The smart, powerful, and free way to analyze your fund recommendations.
New feature! Import fund data from your spreadsheets.
Learn about FundVisualizer
Import fund tickers and data from Excel spreadsheets
You can easily import fund tickers to your commonly used funds list, or create portfolios when you import fund tickers and weighting.
Model the historical performance of custom-built portfolios
Wondering whether to tweak your clients' portfolio mixes? Research the returns of different allocation models across a variety of historical market conditions.
Analyze funds, ETFs, and custom portfolios using a wide range of risk and performance metrics
Go beyond standardized performance. FundVisualizer lets you compare how different funds and portfolios stack up on your terms, using Sharpe ratios, expenses, Morningstar ratings, and more.
Compare more than 11,000 funds and ETFs from across the industry
Explore whether your clients might benefit from a change to their allocations, and how Putnam funds might fit the bill.
Download, print, or e-mail customized client proposals
Sharing proposals with clients is easy. You can download and print the charts you want to share, or e-mail them directly to your clients right from the application.
Save charts in a variety of formats to your personal library
Once you've built your comparisons, you can save them to your personal library for future use.