Portfolio Simulator & Comparison Tool Pricing
|*Proprietary portfolio simulator essential for advisors who are testing, comparing and re-balancing portfolios.|
* APR, Sharpe Ration and Standard Deviation access for 3, 5 and 10 year review.
* Instantly view P/E Ratio Current, 5yr average, and Forward looking.
* View Yield for stocks, mutual funds and CEF at the click of a button.
* Dow 30 instant access to enhance your efforts.
* Dividend Aristocrats at the touch of a button for your portfolio testing.
* Quick access links to the tools, sources and other important locations you use during workday/portfolio design and management process.
* Drill deeper into investments using Google, Yahoo and NASDAQ search results and hyper-links.
* Get price and volume data for past 12 months using optional widget.
* Save work in progress instantly when you get interrupted.
* Build & Store 8 different portfolios ANYTIME you want.
* Easily combine your 'core' investment options with others you choose from our database.
* Up to 50 positions in a portfolio.
* Hide and expand data lookup for streamline access to the platform.
* Design your dream portfolio from a database of over 46,000 investments.
* Change/edit your portfolios whenever & however you want.
* Export & Save any portfolio in an excel CSV format.
* Convenient market watch widgets.
* All data updated monthly.
*Click to Try an Advisor Diamond Package 401k-Checkup