Very useful
Very useful for an financial advisor.
App is temporarily unavailable
FundVisualizer - Fund Screener
Published by: Putnam Investments
Description
Mutual fund comparison tool for financial advisors who want to analyze and compare over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs), along with over 2,500 indexes. Use this free portfolio analysis tool today, or learn more at http://www.putnam.com/fundvisualizer/.
Features multiple charts for fund-to-fund or portfolio comparison:
- Table. Compare over 80 data points for side-by-side comparison.
- Mountain chart. Ability to focus on specific date ranges.
- Bar/line chart. Toggle between and line views, change Y-axis.
- X/Y chart. Three dimensions of comparison: X, Y axis, and dot size. Change what any of those dimensions represent.
- Correlation chart. Assess the risk of high correlations with this chart.
- Sector. Shows details of how fund is represented by sector.
- Asset Allocation. See break-out of fund by asset allocation.
- Top holdings. Tap on a holding to see where it may overlap with other funds.
- Hypotheticals. Enter custom dollar amounts, model periodic contributions or withdrawals.
Try the new Fund Explorer tool and discover new investment opportunities!
Email, print, and share shareholder-approved PDFs with your saved charts.
Import your book of funds and portfolios automatically directly within the tool.
© 1998-2017, Putnam Retail Management
Hide
Show More...
Features multiple charts for fund-to-fund or portfolio comparison:
- Table. Compare over 80 data points for side-by-side comparison.
- Mountain chart. Ability to focus on specific date ranges.
- Bar/line chart. Toggle between and line views, change Y-axis.
- X/Y chart. Three dimensions of comparison: X, Y axis, and dot size. Change what any of those dimensions represent.
- Correlation chart. Assess the risk of high correlations with this chart.
- Sector. Shows details of how fund is represented by sector.
- Asset Allocation. See break-out of fund by asset allocation.
- Top holdings. Tap on a holding to see where it may overlap with other funds.
- Hypotheticals. Enter custom dollar amounts, model periodic contributions or withdrawals.
Try the new Fund Explorer tool and discover new investment opportunities!
Email, print, and share shareholder-approved PDFs with your saved charts.
Import your book of funds and portfolios automatically directly within the tool.
© 1998-2017, Putnam Retail Management
Screenshots
FundVisualizer FAQ
-
Is FundVisualizer free?
Yes, FundVisualizer is completely free and it doesn't have any in-app purchases or subscriptions.
-
Is FundVisualizer legit?
Not enough reviews to make a reliable assessment. The app needs more user feedback.
Thanks for the vote -
How much does FundVisualizer cost?
FundVisualizer is free.
-
What is FundVisualizer revenue?
To get estimated revenue of FundVisualizer app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.
User Rating
App is not rated in Germany yet.
Ratings History
FundVisualizer Reviews
Simple, easy to use
This app is great for comparing funds when I'm meeting with clients or prospective clients. I especially like how quickly I can put together comparisons (it takes a few seconds) and portfolios. Pros: ease of use, simplicity, saving portfolios and comparisons from one session to another. Cons: some reports have too much information. I tend to use the bar graph output to avoid this problem.
Not worth the time...ESP for FAs
The app doesn't work. If you're an FA it looks like Putnam is just after personal info. When I speak to my rep again I'll ask to be un registered. It's junk.
FundVisualizer Competitors
| Name | Downloads (30d) | Monthly Revenue | Reviews | Ratings | Recent release | |
|---|---|---|---|---|---|---|
22 Dividends
The app for dividend investors
|
Unlock
|
Unlock
|
3
|
|
1 week ago | |
Stockfuse Lookback – Backtest
|
Unlock
|
Unlock
|
0
|
|
7 years ago | |
Stock Value Analyzer Pro
|
Unlock
|
Unlock
|
2
|
|
6 years ago | |
Stock Market Sector Indexes
Sector & Industry Market index
|
Unlock
|
Unlock
|
0
|
|
3 years ago | |
Total Return Preview
Calculate your Total Return
|
Unlock
|
Unlock
|
1
|
|
2 months ago | |
My ETF Manager
|
Unlock
|
Unlock
|
1
|
|
2 years ago | |
My Funds HD - Portfolio Tracke
|
Unlock
|
Unlock
|
0
|
|
8 years ago | |
WONDA for iPad
|
Unlock
|
Unlock
|
0
|
|
9 years ago | |
CEF Connect
|
Unlock
|
Unlock
|
0
|
|
1 year ago | |
Veo® Mobile
|
Unlock
|
Unlock
|
0
|
|
4 years ago |
FundVisualizer Installs
Last 30 days
FundVisualizer Revenue
Last 30 daysFundVisualizer Revenue and Downloads
Gain valuable insights into FundVisualizer performance with our analytics.
Sign up now to access downloads, revenue, and more.
Sign up now to access downloads, revenue, and more.
App Info
- Category
- Finance
- Publisher
- Putnam Investments
- Languages
- English
- Recent release
- 9.0.0 (2 years ago )
- Released on
- Jun 16, 2012 (12 years ago )
- Also available in
- United States, Canada, India, United Kingdom, Mexico, Australia, Malaysia, Nigeria, Norway, Peru, Poland, Portugal, Romania, Sweden, Singapore, Thailand, Taiwan, Kuwait, South Korea, Indonesia, Hong Kong SAR China, Finland, Spain, Egypt, Dominican Republic, Germany, Czechia, Belgium, Azerbaijan, United Arab Emirates, Ireland, Vietnam
- Last Updated
- 2 months ago
This page includes copyrighted content from third parties, shared solely for commentary and research in accordance with fair use under applicable copyright laws. All trademarks, including product, service, and company names or logos, remain the property of their respective owners. Their use here falls under nominative fair use as outlined by trademark laws and does not suggest any affiliation with or endorsement by the trademark holders.