My Membership
 Lost Password
 Update Registration
 View or Upgrade My
 View Current and
 Past Billing Information
 Update Credit Card
 Cancel Service
 Web Site Help
 Contact Us
 System Requirements
 Privacy Policy
 Terms of Service
Globe Portfolio - Reports - Portfolio Diagnostic Portfolio Help
Portfolio Diagnostic

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.

Get help with...
Standard Report  | Gain/Loss  | Period-to-date  | Rolling Periods  | Portfolio Diagnostic
Correlation Report  | Stock Overlap  | Portfolio Analyzer  | Annual  | Intraday Stock  |  Index
 Get Help With...
 GOLD Tracker
 My Portfolio