Introducing new tools offered by Trade Eagle,
powered by Morningstar®
Trade Eagle has partnered with Morningstar to offer you a powerful set of investment research and portfolio analysis tools. These tools were designed to help you grow and improve your advisory business by providing comprehensive and timely Morningstar data, dynamic investment screening, in-depth portfolio analysis, and the ability to generate clear reports. Conduct research, build successful portfolios, and communicate with your clients with confidence and clarity.
The solutions described on the following pages are available to you through
Trade Eagle at a cost of $80.00 for our complete package or pay $6/month* for our basic package per month.
Contact 315-662-2048 to learn how you can put these tools to work.
The Portfolio Analysis tool provides a means to communicate how a particular investment or group of investments can drive the performance of a portfolio. Once you enter your chosen stocks, funds, and Exchange-Traded Funds and their respective amounts, view the Portfolio X-Ray, Correlation Matrix, Hypothetical Growth Chart, and Stock Intersection to dig below the surface and evaluate the portfolio’s aggregate characteristics. Use this tool to analyze risk, exposures, and underlying holdings, and to identify portfolio weaknesses and strengths.
The end result is a set of FINRA-reviewed reports that allow you to present your recommendations and clearly explain proposed changes to your client either at an asset class or investment level.
The Fund vs Fund tool allows you to compile a powerful side-by-side comparison of two separate funds. Use this tool to examine differences and similarities between funds in terms of performance, portfolio, and operations
data. If a client is advocating a particular fund over your suggestion, or if you’re struggling to decide between two comparable funds, Fund vs Fund will help you illuminate and communicate the fundamental distinctions.
An on-screen HTML comparison serves as a preview before you generate the final, FINRA-reviewed, client-ready PDF report of the Fund vs Fund comparison.
Intrerested in more? Download the PDF that covers it all HERE
NOTE: This is a rather large file and may take a few minutes to load.