Portfolio Analysis Tool

Run on‑demand diagnostics that analyze portfolio risk and return drivers, helping you create clear, custom reports and actionable plans for clients.

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Robust data and capabilities

Stress test your portfolios

Evaluate how a portfolio may respond to extreme or shifting market environments using built‑in stress testing and back‑testing.

This capability helps you uncover vulnerabilities, illustrate risk clearly, and support more informed conversations with clients.

Compare portfolio differences

Easily analyze differences in risk, allocation, and performance drivers when comparing two portfolios or contrasting a client’s portfolio with a model.

This deeper side‑by‑side analysis helps you quickly pinpoint gaps, overlaps, or opportunities to strengthen client outcomes.

Hypothetical performance data

View hypothetical performance under a range of market conditions, and adjust key variables to see how different decisions shape long‑term outcomes.

These customizable views help you explain complex scenarios through clear analysis.

Ready‑to‑share client reports

Export clean, professional PDF summaries, or dive deeper into the data with Excel‑ready reports.

Each output includes the underlying analysis so you can easily share, customize, or integrate insights into your client presentations.

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Detailed stress test scenarios

Evaluate portfolio resilience under extreme market conditions

Explore stress tests

Frequently asked questions

You can analyze all of your portfolios, from client portfolios and models to custom research portfolios you build yourself. The tool supports 
a wide range of holdings so you can thoroughly evaluate every aspect of your portfolios.

Yes. You can adjust key assumptions—including time horizon, benchmarks, tax information, contributions, and withdrawals—to create more personalized hypothetical scenarios that reflect your client’s plan and objectives.

Absolutely. The tool accepts most industry‑standard tickers and asset types, allowing you to incorporate both Vanguard and non‑Vanguard investments for a complete portfolio picture.

The tool uses reliable Morningstar data and a transparent, research‑driven methodology aligned with Vanguard’s investment principles. You can choose from a variety of widely used benchmarks to ensure your analysis reflects your client’s strategy.

You can save portfolios and analyses directly in the tool, export reports as PDFs or Excel files, and return to past work at any time. This makes follow‑ups and recurring client reviews easy and consistent.

You can access in‑tool definitions and documentation, along with support from your Vanguard relationship team. You can also request a portfolio consultation through our Portfolio Analytics and Consulting team. These resources help you interpret results and translate analysis into clear, client‑ready guidance.

Additional resources & tools

 

Explore Vanguard 
Model Portfolios

Compare your client’s portfolio to a model portfolio for deeper analysis

Vanguard Model Portfolios
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Disclosures and footnotes

All investments involve some risk. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of a client's account. There is no guarantee that any particular asset allocation or mix of funds will meet a client's investment objectives or provide him/her with a given level of income.