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