Analyze Your Investment Portfolios For Free!
Join Portfoliopedia, and let our investment analysis software analyze your stock or mutual fund portfolio for you in seconds.
Instantly see how you stack up against thousands of other investors.
What you get for free:
Option 1: Analyze Your Portfolio With Our Basic Investment Analysis Tools
Investors from around the world enter investment portfolios into our stock and mutual fund investment analysis software. Some of these investors are investment professionals wanting to check the quality of their investment strategies, but most are investors like you, looking for a free and fair way to evaluate their own current investment portfolios or investment ideas and to learn the basics of mutual funds and stock investing.
If you're thinking of buying mutual funds, stocks or ETFs, you might start by going to a free site like Morningstar to figure out the best mutual funds or stocks for your portfolio. That's a great way to start your research, but Portfoliopedia works a bit different. We feel investment analysis is not only about choosing hot stocks or good mutual funds, it's really more about figuring out how stocks and mutual funds work together and the most profitable ways to combine them into an investment portfolio. Our investment tracking software instantly calculates risk, estimates maximum gain or loss and determines a diversification score for your entire portfolio. This way, you get the whole picture... in one snapshot.
Each day Portfoliopedia's investment tracking software will track the actual rate of return of your investment portfolios and automatically adjust your ranking against peer portfolios. Track mutual funds, track stocks, it doesn't matter. If your portfolios improve or lose their ranking positions, we'll report it to you by email. You'll also have access to the top portfolio rankings, so you'll be able to see how your portfolio is performing compared to portfolios of similar risk.
If you're making a stock or mutual fund investment, you owe it to yourself to look at more than a mutual fund's rating. Join Portfoliopedia today by entering your email address above.
What you get for a small monthly fee:
Option 2: Create A New Portfolio Using Our Advanced Investment Analysis Tools
Sign up for a small monthly fee to access powerful investment management tools. Analyze portfolio diversification using a correlation matrix. View historical risk-return scatter grams to analyze the efficiency and return potential of any stock, ETF or mutual fund portfolio. Drill down to view individual security risk-return scatter grams to root out weak or inconsistent holdings in your portfolio. Our advanced database analysis will estimate odds of achieving specific returns based on the standard deviation and diversification of your portfolio. Tutorial videos are available on line to help you read the reporting effectively.
To see an example of our advanced reporting capabilities, click here.
Join Portfoliopedia today by entering your email address above. To access our advanced tools click on any of the Subscribe - Join the Portfoliopedia.com Member's Club banners in the Tools section of portfoliopedia.com.
Option 3: Track The Best Mutual Funds, Stock Holdings And Trades Of Other Users
Sign up for a small monthly fee to view the best mutual fund, stock and ETF holdings of other users. See a portfolio you like in our top 25 portfolio list? Why not track it in your own personal watch list. Portfoliopedia will notify you instantly by email of any holding changes or re-allocations made in all portfolios you track. Portfoliopedia will also notify you if the portfolios you track are improving or deteriorating when compared to portfolios of similar risk. You'll never have to wonder if you're holding onto inferior mutual fund, stock or ETF positions ever again.
Bonus for pay members:
All pay members also receive our monthly member's newsletter. Forget about looking for a top 10 mutual funds list or a stock of the day. We send a collection of our investment news and trends articles as well as in-depth analysis of trading trends we uncover in our database. Are we at a market bottom or top? Are interest rates going to climb or fall? Now you'll know what every other investor is thinking AND doing to adjust their investment strategy.