Tracking and analyzing your investments can be a complicated and time-consuming task. Between expense ratios, dividend yields, management fees, tax planning, and asset allocation, there can be a lot ...

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 ...

The Global X SuperIncome™ Preferred ETF is a diversified ETF focused on preferred stocks and bonds, with 74% exposure to the financial sector and various instrument types. Returns are stable but ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Is it common knowledge among your management team which service lines are the most and least profitable? Do they know which service lines hold the greatest opportunity for future growth? How about ...

The Global X U.S. Preferred ETFP aims to mirror the performance of the ICE BofA Diversified Core U.S. Preferred Securities Index. PFFD holds around $2.31 billion in net assets, with a total expense ...

Geopolitical tensions and uncertainty. Interest rate volatility. The rise of AI. As one market cycle ebbs, a new shock looms on the horizon. How do you know if your portfolios are prepared for the ...

Small businesses sometimes start out offering only one product or service. But as businesses grow, they typically expand their product offerings and tap into new markets. Portfolio analysis is a ...

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, ...