FundVisualizer - Fund Screener 9.0.0

Putnam Investments LLC. – Freeware – iOS
out of 12 votes

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.

Overview

FundVisualizer - Fund Screener is a Freeware software in the category Business developed by Putnam Investments LLC..

The latest version of FundVisualizer - Fund Screener is 9.0.0, released on 05/22/2024. It was initially added to our database on 05/22/2024.

FundVisualizer - Fund Screener runs on the following operating systems: iOS.

Users of FundVisualizer - Fund Screener gave it a rating of 5 out of 5 stars.

Pros

FundVisualizer provides advanced investment analysis tools to help users find the right funds for their investment goals.
The tool offers a wide range of features such as fund screening, comparison, historical performance analysis, and portfolio customization.
Users can easily create and save multiple portfolios to track their investments over time.
The interface is user-friendly and intuitive, making it easy for users to navigate and utilize the various tools available.
FundVisualizer provides detailed fund information including expense ratios, historical returns, top holdings, and performance metrics.
The tool allows users to analyze hypothetical scenarios and compare the impact of different investment strategies on their portfolio.

Cons

FundVisualizer is specific to Putnam Investments products, limiting the range of funds available for analysis compared to more comprehensive investment platforms.
Some users may find the interface overwhelming due to the multitude of features and options available, requiring a learning curve to fully utilize the tool's capabilities.

Screenshots (Click to view larger)

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Latest Version
9.0.0

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