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The platform also performs analysis of nearly every security and every asset class there is. That includes at least 11 US stock asset classes, seven foreign stock classes more than a dozen fixed income classes, both domestic and international. It even includes alternatives asset allocations, like real estate investment trusts, gold and other precious metals, and commodities.
You can include as many asset classes as you like in your allocations. It may be the very best analyzer for international investors since foreign stock analysis seems to be a strong suit for this service. Learn more about Portfolio Visualizer. Personal Capital offers a free version that provides basic investment assistance. The service is primarily designed to be a financial aggregator, giving you a high-altitude view of your entire financial situation.
As part of the service, you can have your investment portfolio automatically downloaded to see all your holdings in one place.
On the investment front, they offer a fee analyzer that shows you the impact of hidden fees, though it works on your retirement plan only. Speaking of which, they offer a retirement planner to help you stay on track for your desired retirement date, and includes projections of monthly income when you do retire. But the star of the Personal Capital free investment service is the Investment Checkup tool.
It works by comparing your current portfolio allocation with the target allocation to meet your financial goals. A correlation of -1 will offer maximum diversification. It reflects the percentage of a fund's movements that are explained by movements in its benchmark index, showing the degree of correlation between the fund and the benchmark. Beta is a measure of a fund's sensitivity to market movements. A portfolio with a beta greater than 1 is more volatile than the market, and a portfolio with a beta less than 1 is less volatile than the market.
Alpha measures the difference between a fund's actual returns and its expected performance, given its level of risk as measured by beta.
It is a risk-adjusted measure calculated by using standard deviation and excess return to determine reward per unit of risk. The higher the Sharpe Ratio, the better the fund's historical risk-adjusted performance. The Sharpe Ratio is calculated for the past month period by dividing a fund's excess returns by the standard deviation of a fund's excess returns. Since this ratio uses standard deviation as its risk measure, it is most appropriately applied when analysing a fund that is an investors sole holding.
The Sharpe Ratio can be used to compare two funds directly on how much risk a fund had to bear to earn excess return over the risk-free rate. It shows how far a set of values are spread above and below the average for a particular fund type.
If the standard deviation is a high number positive or negative then the fund has performed that far below or above the average. If the standard deviation is low then the fund has performed closer to the average.
Membership Login My Profile Register. Equities Equities Home Stocks Quickrank. Archives Archives Videos Ask Morningstar. Stock Sector: A percentage breakdown of the portfolio's stock holdings by sector and supersector.
Stock Type: A percentage breakdown of the portfolio's stock holdings by assorted characteristics, such as whether they are slow-, medium-, or fast-growing companies, whether they are cyclical sensitive to changes in the economy , and more.
You'll also find an estimate in dollars and cents of how much you are paying in annual mutual fund expenses and sales charges loads. World Regions: A percentage breakdown of the portfolio's stock holdings by geographic region. Stock Stats: A variety of statistics about the portfolio's stock holdings, including those held by funds in the portfolio.
Statistics are averages for all of the stock holdings in the portfolio.
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