Visualize risk vs. reward
Validate your research process by using a Scatter Plot to illustrate the potential benefits and drawbacks of stocks, funds, or other securities. Clean, intuitive visuals create a compelling conversation point with clients.
Compare portfolios to an efficient frontier proxy
Spot opportunities to minimize portfolio risk and enhance returns by comparing your strategies to an efficient frontier proxy. Win new business and exceed client expectations by recommending optimal allocations, relative to those of competitors.
See how individual holdings affect portfolio-level metrics
Take a look “under the hood” to see what’s really driving portfolio performance. With Scatter Plot, you and your clients can understand how each holding impacts portfolio level metrics, and pinpoint which ones are driving or dragging-on ideal outcomes.
Try Scatter Plot for yourself.
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Powerful tools
In one platform to drive idea generation, portfolio construction, analysis, visualization, and communication.
Robust data
Covering thousands of metrics on 28k+ equities, 75k+ mutual funds, 26k+ indices, and 400k+ economic indicators