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Tools

Linked to the Basket

multi plot charting Multi-plot Charting
Chart multiple funds, sector and indices on the same chart!

client profilesFund Comparison
Rank funds to suit your client`s risk profiles, quickly and easily.

Portfolio Portfolio
Portfolio allows you to create and monitor a portfolio of funds, mixing asset classes, domiciles, currencies and investment strategies.


Add funds to your portfolio from basket.

portfolio scannerPortfolio Scanner
Analyse your portfolio by region, sector and asset allocation
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Your Basket

Select a tool from left column to analyse performance, ratios, and key facts for any or all of the funds in the Basket below.

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Tools

Freestanding Tools

Advanced Search Advanced Search
Refine your fund search criteria.
Top Quartiles Top Quartiles
Create your own fund quartile lists in seconds.
Fund Ratings Fund Ratings
Analyse funds with FE Crown ratings.