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X-Ray Overview | |||||
At a glance, see how well diversified you are and where you might make changes. Your Premium Membership lets you drill down to the holdings level to see how your stocks and funds contribute to your asset allocation, sector weightings, investing style, and more. | |||||
Stock Intersection | |||||
If you own stocks and a couple of mutual funds, you may actually hold more of certain stocks than you imagine. Stock Intersection instantly shows you the amount of stock exposure in your portfolio. | |||||
Diagnostics | |||||
With a click of your mouse, Diagnostics thoroughly reviews your portfolio and provides you with a personalized analysis. Diagnostics tells you what style portfolio you've built (for example, aggressive, conservative, etc.). And it compares your portfolio to benchmarks that help you decide if you're as well diversified as you wish to be. | |||||
Portfolio Allocator | |||||
This tool allows you to rebalance your current portfolio or build one from scratch. You set the targets and Portfolio Allocator suggests holdings and weightings. | |||||
Premium Alerts | |||||
These days, your portfolio and individual investments can change overnight. Premium Portfolio Alerts lets you track and receive notification of shifts in your portfolio's asset allocation, investment style, sectors, and more. Plus, choose from a variety of other alerts as well. | |||||
Starting a Portfolio is Easy | |||||
If you have your portfolio in Quicken or Money software, or on Quicken.com, Yahoo!, MSN, or AOL websites, bypass the entry process and copy it over using Import. If not, enter your investments in our Portfolio Manager. | |||||