FundVisualizer - Fund Screener 9.0.0

FundVisualizer - Fund Screener 9.0.0

Putnam Investments LLC.  ❘ フリーウェア
iOS
12 票から
最新バージョン
9.0.0
インストールしても安全
EXCELLENT User Rating

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。

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