Easily add exchange-traded funds, mutual funds, or stocks to your portfolio factsheets. You can choose from thousands of automatically updated securities.
Programs vs portfolios
Please note that we use the word program for any investment strategy you offer to investors (e. g. fund or managed account), whereas portfolio is understood as a combination of programs.
Reliable source of information
You can combine any number of programs and other instruments in your portfolio tearsheet. Feel free to add stocks, mutual funds, exchange-traded funds, indices or managed futures from an external source.
The selection of these instruments is really easy and allows you to choose from thousands of automatically updated securities. It is also possible to remove programs and other instruments, alter investment amounts, change allocation dates, and choose between different calculation methods.