Fund Monitors Pty Ltd
© Copyright 2024
Printed: 13 July 2024 7:03 AM

You must be logged in to view this page.

If you haven't registered or subscribed yet, please click here

Build your own Portfolios allows you to easily create and analyse a portfolio of funds in simple 3 steps:

1. Select your Funds

2. Select the investment date for each Fund

3. Enter the investment amount or allocation.

But just Portfolios are easy, it doesn't mean they aren't flexible, or powerful.

You can add, delete and re-weight the funds in your portfolio using the same simple user interface.

You can view and analyse the overall portfolio's performance and risk analytics, or view each of the component fund's performance and risk metrics over various time frames.

Who can use Portfolios?

As long as you are a Lite Subscriber you can create one saved Portfolio with up to 10 funds. Premium Subscribers can create 20 saved portfolios with up to 20 Funds in each.

For more information on our subscription level please click here.

Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476
Email: [email protected]