FundVisualizer - Fund Screener 9.0.0

Putnam Investments LLC. ❘ Freeware ❘
iOS
de votos 12

Última versión
9.0.0 Seguro para instalar

Mutual fund comparison tool designed for financial advisors seeking to analyze and compare a vast selection of over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs), in addition to more than 2,500 indexes. Utilize this complimentary portfolio analysis tool today or gain further insights at www.putnam.com/fundvisualizer.

Key features include:

Table: Compare over 80 data points for a comprehensive side-by-side analysis.
Mountain chart: Focus on specific date ranges accurately.
Bar/line chart: Easily toggle between bar and line views and customize the Y-axis as needed.
X/Y chart: Three-dimensional comparison with the ability to adjust what each dimension represents.
Correlation chart: Evaluate high correlation risks efficiently.
Sector breakdown: Gain insights into the fund's sector representation details.
Asset allocation overview: Visualize the fund's asset allocation breakdown.
Top holdings insight: Explore individual holdings to identify potential overlaps with other funds.
Hypothetical scenarios: Input custom dollar amounts and model periodic contributions or withdrawals.

Explore the new Fund Explorer tool to uncover fresh investment opportunities!

Email, print, and share shareholder-approved PDFs featuring your saved charts effortlessly. Additionally, automatically import your portfolio of funds directly into the tool.

Resumen

FundVisualizer - Fund Screener es un software de Freeware en la categoría de Negocios desarrollado por Putnam Investments LLC..

La última versión de FundVisualizer - Fund Screener es 9.0.0, aparecido en 22/05/2024. Inicialmente fue agregado a nuestra base de datos en 22/05/2024.

FundVisualizer - Fund Screener se ejecuta en los siguientes sistemas operativos: iOS.

Los usuarios de FundVisualizer - Fund Screener le dio una calificación de 5 fuera de 5 estrellas.

Imágenes (click para ampliar)

Relacionado

Financial Advisor Magazine

Financial Advisor Magazine is a professional publication specifically tailored for financial advisors. It is created by a team of highly experienced editors and publishers, ensuring the utmost quality in its content.

MyMutualFund

MyMutualFund is a common household app that investors should have on their iPhones to keep track of returns from LTF, RMF, Gold funds, or other mutual funds.

Robo Advisor

A reputable independent fiduciary service is offered for making investment decisions across all account levels. This service allows you to connect your Schwab, Fidelity, Vanguard, or Interactive Brokers account.

Última versión
9.0.0

Descargas seguros y gratuitas controladas por UpdateStar

Manténgase al día
con UpdateStar freeware.

Últimas reseñas

	UltraViewer Software de escritorio remoto eficiente para una colaboración fluida
	EASEUS Partition Master Home Edition EASEUS Partition Master Home Edition: Software eficiente de gestión de particiones
	Flux ¡Revoluciona tu flujo de trabajo con Flux by Cedrat!
	ImTOO MP4 Video Converter ImTOO MP4 Video Converter: Conversión de video versátil simplificada
	Ace Media Player Ace Media Player: Tu compañero multimedia definitivo
	Ashampoo GetBack Photo Recupere sin esfuerzo sus preciosas fotos con Ashampoo GetBack Photo

Las descargas más populares

	UpdateStar Premium Edition ¡Mantener su software actualizado nunca ha sido tan fácil con UpdateStar Premium Edition!
	Microsoft Edge Un nuevo estándar en la navegación web
	Google Chrome Navegador web rápido y versátil
	Microsoft Visual C++ 2015 Redistributable Package ¡Aumente el rendimiento de su sistema con el paquete redistribuible de Microsoft Visual C++ 2015!
	Microsoft Visual C++ 2010 Redistributable Componente esencial para ejecutar aplicaciones de Visual C++
	Microsoft OneDrive Optimice la administración de archivos con Microsoft OneDrive