Below, we cover the best portfolio analyzers and analysis tools in detail. (Personal Capital is now Empower) has 3.3 million users, some of whom use free tools such as the Personal Dashboard, and some ...

Analysis tools can be extremely valuable to a small business owner. Whether you are starting out or you have already developed a business, it is useful to assess your business and your decisions using ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Although the company showcases robust operational performance and strong financial health, its valuation metrics imply that ...

In recent years, high inflation and global conflict busted economist predictions. How well are your funds or portfolios prepared to weather market surprises? Scenario analysis can help portfolio ...

Discover what ex-post means in finance, how it is calculated, and how it differs from ex-ante. Use historical data to better predict future investment returns.

Dividend trackers are especially important for investors with multiple accounts and tax structures. Keeping up with your 401(k), IRA, business and brokerage accounts can become tricky. Why waste time ...

This article was written by David Krein, Head of Real-Time Pricing Research at Bloomberg. In the US Investment Grade market, portfolio trading (PT) has seen substantially increased adoption over the ...

Performance analysis (also known as attribution analysis) is a “top of the list” requirement for asset managers seeking to “demonstrate their value,” a new report concluded. The Celent analysis covers ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...

To make the best investment decisions, you need to understand your portfolio clearly. To aid in this task, you might consider using portfolio analysis tools. These valuable investment tracking, ...