PortfolioAnalyst for non-Clients
Instructions
PortfolioAnalyst can be used as a standalone tool. To try the PortfolioAnalyst client, navigate to www.portfolioanalyst.com and sign up for an account. This tool is designed for those that are not yet clients but would still like to take advantage of the tool to consolidate their accounts and use the performance reporting features.
When you log in for the first time, you will be directed to the External Accounts screen.
The External Accounts screen lets you add brokerage, bank and credit card accounts as well as other assets and liabilities. You can see the beginning and ending value of each account and drill down to individual positions and transactions. If you have multiple brokerage accounts, you can see a consolidated view of assets held at all of them.
Note: Newly linked external accounts will populate with data immediately.