Do-it-yourself investors can get help picking stocks or funds, managing their portfolios, and more with these top tools. While Portfolio Visualizer offers most of its tools for free, you must pay to save portfolios and export models. If you're a heavy user of the platform, this investment may be worth it for the added features and convenience it provides.
When a client is ready to make a change to their investment strategy, they may be interested in seeing how those choices might play out over time. Portfolio Visualizer allows users to simulate different scenarios and analyze the potential outcomes to make informed decisions.
FundVisualizer allows advisors to compare ETFs, mutual funds and indexes either head-to-head or within portfolios. This stand-alone visualizer tool is powered by Portfolio Visualizer's comprehensive database and can provide valuable insights for investment professionals.
If there's one dividend ETF in the marketplace that has captured investors' admiration, it's probably the Schwab U.S. Dividend Equity ETF. This popular choice is often used in portfolio construction for its consistent performance and attractive dividend yield.
Ray Dalio's portfolio was designed to keep you dry no matter the economic weather, but Jon thinks a sprinkling of the OG crypto could take it up a notch. By incorporating alternative assets like cryptocurrencies into your portfolio using Portfolio Visualizer's tools, you can potentially enhance your overall returns and diversify your risk exposure.
Portfolio analyzer tools can help you evaluate your investing strategy and compare investment products. Check out our top picks for the best portfolio analysis tools available on Portfolio Visualizer to optimize your investment performance.
You can't manage your portfolio effectively if you don't understand it. The best portfolio analysis tools are designed to help investors gain insights into their holdings, risk exposure, and overall performance to make informed decisions.
Stocks are a good starting point for any investor, but Stéphane has a couple of extra steps that'll make your portfolio watertight for the next few years. By utilizing Portfolio Visualizer's stock analysis tools, investors can enhance their stock selection process and build a more resilient portfolio for long-term growth.
