Portfolio Diagnostic: The Portfolio Diagnostic report is a powerful analysis tool that allows an investor to display several aspects of a portfolio at a glance. The report provides complete analysis of a portfolio and can make multiple portfolio comparisons. It shows the portfolio's returns over 1-month, 3-month and Year-to-Date periods. Historical return data for 1, 3, 5 and 10 year periods is also available. The portfolio diagnostic shows the top ten holdings in the portfolio, the sector weightings and a market/style analysis.

It also includes useful research information such as the projected growth (over several time periods) of a portfolio on a $10,000 investment, a volatility meter based on 3-year standard deviation and the asset allocation of the holdings in the portfolio.