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 Two types of fund tearsheets can be created using our fund fact sheet automation tools reports for programs and for 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. Build a portfolio in topsheets The post Add Stocks or ETFs to Your Portfolio in a Few Clicks appeared first on Fundpeak.
The choice of benchmark can greatly influence decisions throughout the investment process. Dont limit yourself to standard indices, but create your own blended benchmarks. A benchmark is a standard or a point of reference against which the performance is
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