| Product Overview |
Portfolio Professional is designed to help you better understand the performance of your investment portfolio whether you manage your own investments or just like to keep tabs on your professionally managed funds. If you're like most people, you receive a statement in the mail every month for each of your investment accounts. These statements report your portfolio value and transaction activity but provide very little information regarding investment performance. In most cases, the performance data that is published for stocks and mutual funds does not truly reflect the performance you see in your own portfolio. Typically, this is because you make and adjust your investments periodically throughout the year, often resulting in real returns that differ significantly from the quoted returns. This can make it difficult to accurately measure the detailed performance of your individual investments, let alone the performance of your entire portfolio. Rather than simply filing away your statements, a few minutes of data entry effort each month allows you to build up a database of your investment activity. From the statement and transaction data that is captured, Portfolio Professional calculates, among other things, true historical compound rates of return and illustrates where gains or losses in your portfolio are coming from. This information allows you to compare your investments in detail and make informed, strategic decisions for the future. There is a wealth of detailed information buried in your investment performance data that is often difficult to see. Sometimes, a decent overall rate of return can obscure such details. The objective of this product is to bring to light as much significant detail as possible in the most concise, intuitive manner. The following are just a few of the questions that can be answered instantly, often with just a single click of your mouse. |
| 1) | You're thinking of dumping one of your mutual funds because it has provided a zero return over the last 3 years. But first, you want to compare it's performance over the last 6 months and 1 year with all of your other investments for the same period. You might discover that it's one of your better performers over the last year and hold on to the fund. This can be done with 1 click of your mouse. |
| 2) | You might want to compare your total rate of return for this calendar year with all previous calendar years on the same display. This can be done with 1 click of your mouse. |
| 3) | You would like to focus on a single mutual fund or stock and compare it's performance this year with all previous years, all on the same display. This can be done with just 4 clicks of your mouse. |
| 4) | You might like to analyze several of your growth funds that have provided similar returns over the last few years. You'd like to know which one has provided the return with the least volatility (or risk). This can be done and graphed with just 2 clicks of your mouse. |
| 5) | You balanced your portfolio last year with a specific asset mix. You know that over the last year your actual mix has changed due to market fluctuations. You'd like to see a list of transactions you could execute to restore your target mix. This can be done with just 2 clicks of your mouse. |
| 6) | You established a projected growth scenario last year that forecasts the value of your portfolio over the next 20 years. You would like to track your actual progress graphically against your target scenario. This can be done with 1 click of your mouse. |
| 7) | You might want to do any of the above but include all of your investment accounts in the analysis. This can be done with 1 additional click of your mouse. |
See a detailed list of product features Review performance measurement basics |
