PORTFOLIO ANALYTICS TOOL

Bolster client outcomes with proven portfolio analysis

Run on-demand diagnostics of portfolio risk and return drivers to create custom reports and action plans for clients.

Get started

Robust data and capabilities

Compare

Compare two portfolios or a portfolio and  model

Hypothetical Performance

View hypothetical performance and customize the variables

Reports

Export PDFs or view reports in Excel

Some alt text

Exceed client expectations

Optimize your clients' portfolios and demonstrate your value with the Portfolio Analytics Tool.

Get started

Additional resources & tools

 

Advisor with a laptop in conversation with a client in an office

Portfolio Strategies

Consult with Vanguard Portfolio Strategies for a personalized analysis of client portfolios. 

Learn more
  • Advisor speaking with client holding a notepad
  • Discussion in a conference room
  • Compare products tool image

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.