SAMPLE ONLY.subscription required for Portfolio Builder.
Create and maintain up to 20 ETF portfolios in three easy steps:
1. Name the portfolio and give it a nominal value.
2. Click the PLUS icon next to the portfolio to add ETFs, including any benchmark funds.
3. Choose a portfolio from MY PORTFOLIOS to view the analysis.
You can edit the constituents and weightings until you are happy with the Analysis results. Each time you return to analyze a saved portfolio, your results will be authomatically updated.
|Add holdings||Analyze portfolio||Delete||Portfolio list|
|Portfolio name||Nominal Value|
|SAMPLE: Global Equity||$100,000|