Getting Started
PortfolioAnalyst boasts an intuitive and easy-to-navigate interface, but we've included a few tips and tricks to help you along.
Dashboard - The PortfolioAnalyst home page which consists of information widgets.
Holdings - View value and performance of your portfolio by asset class.
Reports - Run default report and create custom reports that evaluate the portfolio performance.
Planning - View the retirement planner or configure allocation goals.
Configuration - Add External Account held at any financial institution and create custom benchmarks.