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)

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Última versión
9.0.0

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