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FundVisualizer - Fund Screener

FundVisualizer - Fund Screener

by Putnam Investments LLC

12 ratings
3 reviews
With Ads
📊 Productivity
💰 Finance

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • June 16, 2012
  • February 26, 2022

Features

Developer

Putnam Investments LLC
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About

Analyze and compare over 30,000 mutual funds and ETFs with detailed charts and data points. This tool helps financial advisors assess fund performance, holdings, and sector representation. It also allows for hypothetical scenario modeling and easy sharing of reports.

✓Compare 30,000+ mutual funds and ETFs
✓Over 80 data points for comparison
✓Multiple chart types (Table, Mountain, Bar/Line, X/Y, Correlation)
✓Sector and Asset Allocation details
✓Top holdings analysis
✓Hypothetical scenario modeling
✓Shareable PDF reports
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What's New in FundVisualizer

9.0.0

February 26, 2022

Updated release to accommodate new iPad mini screen size.

User reviews

Most RecentHighest RatedLowest Rated

Very useful

Very useful for an financial advisor.
Abir RoyAbir Roy

Simple, easy to use

This app is great for comparing funds when I'm meeting with clients or prospective clients. I especially like how quickly I can put together comparisons (it takes a few seconds) and portfolios.

Pros: ease of use, simplicity, saving portfolios and comparisons from one session to another.

Cons: some reports have too much information. I tend to use the bar graph output to avoid this problem.
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Lynn132084Lynn132084

Not worth the time...ESP for FAs

The app doesn't work. If you're an FA it looks like Putnam is just after personal info. When I speak to my rep again I'll ask to be un registered. It's junk.
SameasthemSameasthem

FAQ

What types of funds can I analyze with FundVisualizer?

FundVisualizer allows you to analyze and compare over 30,000 load and no-load mutual funds, as well as exchange-traded funds (ETFs). It also includes over 2,500 indexes for comparison.

Does FundVisualizer have ads?

Yes, FundVisualizer contains advertisements. As a free tool, it is supported by ads to provide its features to users.

What devices does FundVisualizer support?

FundVisualizer is currently supported on iPads. It is designed to leverage the larger screen size for detailed financial analysis.

How often is FundVisualizer updated?

The latest version of FundVisualizer is 9.0.0, last updated on February 26, 2022. This indicates regular updates to maintain functionality and data accuracy.

Can I compare funds side-by-side using FundVisualizer?

Yes, FundVisualizer offers a table view for side-by-side comparison of over 80 data points for various funds. This feature is crucial for detailed analysis.

Does FundVisualizer offer hypothetical investment modeling?

Yes, FundVisualizer includes a 'Hypotheticals' feature. You can enter custom dollar amounts and model periodic contributions or withdrawals to simulate investment scenarios.

What is the age rating for FundVisualizer?

FundVisualizer has an age rating of 4+. This suggests it is suitable for a wide audience, though its primary utility is for financial professionals.

Can I share my analysis from FundVisualizer?

Yes, you can email, print, and share shareholder-approved PDFs of your saved charts directly from FundVisualizer. This facilitates easy reporting and collaboration.