9.0.0 インストールしても安全
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.
© 1998-2017, Putnam Retail Management
概要
FundVisualizer - Fund Screener は、 Putnam Investments LLC.によって開発されたカテゴリ ビジネス の フリーウェア ソフトウェアです。
FundVisualizer - Fund Screener の最新バージョン 9.0.0 2024/05/22 にリリースです。 それは最初 2024/05/22 のデータベースに追加されました。
FundVisualizer - Fund Screener が次のオペレーティング システムで実行されます: iOS。
ユーザー FundVisualizer - Fund Screener の 5 5 つの星からの評価を与えた。
関連
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.Hocutt App
The Hocutt app provides a comprehensive platform to view, monitor, and settle your invoices with ease.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.最新のレビュー
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