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Navigate via one simple screen
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Build comparative charts and tables |
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Compare funds with other funds and sectors
of your choice |
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Create your own benchmarks using indices, asset classes
and personal portfolios |
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Save and restore your password-protected
charts, lists and tables |
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Chart against each other different items
from your portfolio |
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Funds available for analysis are Unit Trusts
and OEICs, Equities, Pension Funds, Life Insurance Funds
and FSA Recognised Offshore Funds |
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You can create interactive Scattercharts
that highlight and magnify key elements for your analysis |
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You can create tables, all of which enable
you to shuffle their values and save them in CSV, XML
and PDF formats |
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Develop and explore Efficient Frontiers
and Co-efficient Correlations |
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Tables also have quartile or percentile
colouring applied to them |
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Calculate ratios including Volatility, Alpha,
Beta, Sharpe, Jensen’s Alpha, Info Ratio, Tracking
Error and many more! |
