Portfolio Analysis
Know the portfolio in seconds.
Evaluate portfolio performance, asset allocation, risk, income, stress tests, and detailed analytics for every fund, ETF, and individual stock.
01
Understand holdings, exposure and risk
See what the client owns and how it behaves: allocation, style, sectors, regions, income, fund costs and the Pack Risk Number. Every chart opens to the holdings behind it.
For prospective and current clients
02
Review red flags of the account
Concentration, sector tilts and the other issues worth raising, ranked by importance and explained in plain English.
Know what to raise in the meeting
03
Compare side by side with a benchmark
Put the portfolio next to any benchmark, strategy or saved portfolio, chart by chart.
The portfolio against what it could be
Watch it in a minute
See it live, end to end.
Twenty minutes with the team. From a sample statement to a client-ready proposal, live.