FundVisualizer - Fund Screener 9.0.0

Putnam Investments LLC. ❘ Freeware ❘
iOS
fuori voti 12

Ultima versione
9.0.0 Cassaforte da installare

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.

Panoramica

FundVisualizer - Fund Screener è un software Freeware nella categoria Affari sviluppato da Putnam Investments LLC..

L'ultima versione di FundVisualizer - Fund Screener is 9.0.0, pubblicato su 22/05/2024. Inizialmente è stato aggiunto al nostro database su 22/05/2024.

FundVisualizer - Fund Screener viene eseguito sui seguenti sistemi operativi: iOS.

Gli utenti di FundVisualizer - Fund Screener ha dato un punteggio di 5. 5 stelle su 5.

Schermate (Clicca per ingrandire)

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Ultima versione
9.0.0

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