SAMPLE ONLY. Subscription required to use Portfolio Builder.
Create and maintain up to twenty ETF portfolios in three easy steps:
1. Name the portfolio and give it a nominal value.
2. Click the PLUS icon next to the portfolio to add ETFs, including any benchmark funds.
3. Click the FORWARD icon to view the fundamental results & outlook for your portfolio.
You can edit the constituents and weightings until you are happy with the Analysis results. Each time you return to analyze a saved portfolio, your results will be authomatically updated.
|Add holdings||Analyze portfolio||Delete||Portfolio list|
|Global Equity DEMO||$100,000||2011-10-31|