Model portfolios

Diversify with precision

Gain deeper insights into model portfolios: track performance metrics, understand risk exposures, and create customizable reports to share your analysis.

Customizable

Set rebalancing frequency, adjust fees, choose currencies, and modify target allocations over time.

Powerful

Diversify across a vast selection of stocks, ETFs, and mutual funds with precise control over asset allocation.

Gain insight

Compare your model portfolios against benchmarks to assess their effectiveness and uncover areas for improvement.

Intuitive

Focus on building successful portfolios with our easy-to-use model portfolio tools, saving you time on complex software.

Summary snapshot

Key insights & drift analysis

In the summary snapshot, view key stats, visualize model portfolio holdings, and monitor allocation drift from your target effortlessly.

Performance chart

Benchmark comparisons & tailored insights

See how you stack up with customizable timelines. Choose between viewing cumulative returns, portfolio growth, or rolling returns.

Sleeves

Streamlined portfolio management

Use portfolio "sleeves" to simplify rebalancing, track performance and manage risk in one place.

Exposure

Portfolio Diversification

Get a clear breakdown of asset allocation across categories like asset classes, sectors, countries, and credit quality to evaluate portfolio diversification.

Risk metrics

Multi-faceted risk assessment

Discover the portfolio's resilience by examining its largest historical drawdowns and performance during pivotal stress periods in addition to a robust menu of portfolio risk metrics.

Holdings matrix

Equity concentration risk

Identify overlap between underlying holdings by viewing how much of each security is held within a portfolio, both directly and through fund exposure.

Reports

Create custom reports

Generate detailed reports on model portfolio performance, risk, and exposures. Easily compare different portfolios and customize reports with your branding.

See a Sample Report