Trading Course:

PortfolioAnalyst and Investment Reporting

Level: Beginner

PortfolioAnalyst consolidates, tracks and analyzes your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current financial state and plan for the future.

Lesson: #1

PortfolioAnalyst Overview
PortfolioAnalyst Overview

PortfolioAnalyst is a powerful analytical tool housed within Client Portal for users to assess performance of brokerage and external financial accounts over a user-driven timeframe.

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Lesson: #2

PortfolioAnalyst Reports
PortfolioAnalyst Reports

Create reports using PortfolioAnalyst software to view the performance of your portfolio and external financial accounts.

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Lesson: #3

Adding External Accounts
Adding External Accounts

Users may add their external financial accounts into PortfolioAnalyst to get a holistic view of their financial net worth. This video explains how to link accounts to PortfolioAnalyst.

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Lesson: #4

Portfolio Checkup
Portfolio Checkup

Get the real-time health of your entire portfolio with an in-depth analysis of your holdings. Portfolio Checkup provides a detailed snapshot of your assets by return, risk, and allocation sections.

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CFA Accredited Course:

CFA Institute allows its members the ability to self-determine and self-report professional learning (PL) credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker.

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