Portfolio Scanner is the UK’s leading web-based portfolio x-ray tool, as featured on some of the largest fund distribution platforms such as Skandia Wrap and Selestia.

Using the Financial Express price, performance and fund factsheet databases, Portfolio Scanner analyses anything from a single fund or portfolio, to a collection of portfolios.

The Portfolio Scanner analysis includes:

• portfolio breakdown summary with performance and ratings
• top 10 holdings across an entire portfolio
• asset class breakdowns across an entire portfolio
• sector weightings across an entire portfolio
• region weightings across an entire portfolio
• aggregrated back-tested portfolio performance
• in-depth performance analysis - Alpha, Beta, Sharpe ratios and standard deviations
• charted comparison of portfolio performance, benchmarked against a range of possible indices and sector averages, over a selection of time periods
• the tool includes a glossary as well as pop-up help screens to guide users through each stage
• the HTML output can also be converted to PDF format enabling the user to save, email and print the final document.

The Portfolio Scanner returns an analysis of the portfolio effectively creating a customised client portfolio factsheet.