Very useful
Very useful for an financial advisor.
Приложение временно недоступно
FundVisualizer - Fund Screener
Разработчик: Putnam Investments
Описание
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
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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
Скриншоты
FundVisualizer Частые Вопросы
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Приложение FundVisualizer бесплатное?
Да, FundVisualizer полностью бесплатное и не содержит встроенных покупок или подписок.
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Является ли FundVisualizer фейковым или мошенническим?
Недостаточно отзывов для надежной оценки. Приложению нужно больше отзывов пользователей.
Спасибо за ваш голос -
Сколько стоит FundVisualizer?
Приложение FundVisualizer бесплатное.
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Сколько зарабатывает FundVisualizer?
Чтобы получить оценку дохода приложения FundVisualizer и другие данные AppStore, вы можете зарегистрироваться на платформе мобильной аналитики AppTail.
Оценки пользователей
Приложение еще не оценено в Бельгия.
История оценок
FundVisualizer Отзывы Пользователей
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 Установки
30дн.
FundVisualizer Доход
30дн.FundVisualizer Доходы и Загрузки
Получите ценные инсайты о производительности FundVisualizer с помощью нашей аналитики.
Зарегистрируйтесь сейчас, чтобы получить доступ к статистика загрузок и доходов и многому другому.
Зарегистрируйтесь сейчас, чтобы получить доступ к статистика загрузок и доходов и многому другому.
Информация о приложении
- Категория
- Finance
- Разработчик
- Putnam Investments
- Языки
- English
- Последнее обновление
- 9.0.0 (2 года назад )
- Выпущено
- Jun 16, 2012 (12 лет назад )
- Также доступно в
- Соединенные Штаты, Канада, Индия, Великобритания, Мексика, Австралия, Малайзия, Нигерия, Норвегия, Перу, Польша, Португалия, Румыния, Швеция, Сингапур, Таиланд, Тайвань, Кувейт, Республика Корея, Индонезия, Гонконг (САР), Финляндия, Испания, Египет, Доминиканская Республика, Германия, Чехия, Бельгия, Азербайджан, ОАЭ, Ирландия, Вьетнам
- Обновлено
- 2 месяца назад
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