# FundVisualizer - Fund Screener > Mutual fund and ETF comparison tool for financial advisors. (iPhone/iPad app by Putnam Investments LLC.) - Source: https://appshunter.io/ios/app/fundvisualizer-fund-screener/id531788431 (this page in markdown: same URL + `.md`) - Developer: [Putnam Investments LLC](https://appshunter.io/developer/389600069) - Category: Finance, Productivity - Price: Free - Rating: 4.67/5 from 12 App Store ratings · 3 written reviews indexed - Age rating: 4+ - Requires: iOS 10.0 · 11 MB - Languages: English - Released: 2012-06-16 - Data updated: 2026-06-10 - Monetization: ad-supported - User reviews in markdown: https://appshunter.io/ios/app/fundvisualizer-fund-screener/id531788431/reviews.md ## What is FundVisualizer? Mutual fund comparison tool for financial advisors who want to analyze and compare over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs), along with over 2,500 indexes. Use this free portfolio analysis tool today, or learn more at http://www.putnam.com/fundvisualizer/. Features multiple charts for fund-to-fund or portfolio comparison: - Table. Compare over 80 data points for side-by-side comparison. - Mountain chart. Ability to focus on specific date ranges. - Bar/line chart. Toggle between and line views, change Y-axis. - X/Y chart. Three dimensions of comparison: X, Y axis, and dot size. Change what any of those dimensions represent. - Correlation chart. Assess the risk of high correlations with this chart. - Sector. Shows details of how fund is represented by sector. - Asset Allocation. See break-out of fund by asset allocation. - Top holdings. Tap on a holding to see where it may overlap with other funds. - Hypotheticals. Enter custom dollar amounts, model periodic contributions or withdrawals. Try the new Fund Explorer tool and discover new investment opportunities! Email, print, and share shareholder-approved PDFs with your saved charts. Import your book of funds and portfolios automatically directly within the tool. © 1998-2017, Putnam Retail Management ## Key features - 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 ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/fundvisualizer-fund-screener/id531788431/reviews.md ### 5/5 — Very useful *2015-01-12, version 4.0.0* Very useful for an financial advisor. ### 5/5 — Simple, easy to use *2013-10-02, version 1.4* 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. ### 1/5 — Not worth the time...ESP for FAs *2013-08-27, version 1.4* 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. ## Frequently asked questions about FundVisualizer ### 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. ## Version history (last 5 releases) ### 9.0.0 — 2022-02-26 Updated release to accommodate new iPad mini screen size. ### 8.9.0 — 2021-04-15 App store review function layout changed to in app review. ### 8.8.0 — 2021-04-07 App rating widget added to enable users to provide feedback. ### 8.7.0 — 2021-03-18 Minor bug fixes ### 8.6.0 — 2021-03-18 Added App rating widget to allow users to provide rating from within the app ## Apps similar to FundVisualizer | App | Rating | Price | Category | | --- | --- | --- | --- | | [Foreverycast Stocks Prediction](https://appshunter.io/ios/app/foreverycast-stocks-prediction/id1541219540) | 4.4 (36) | Free | Finance | | [ETNA Trader](https://appshunter.io/ios/app/etna-trader/id658778917) | 4.3 (31) | Free | Finance | | [Trade Optimizer: Stock Position Sizing Calc Calculator](https://appshunter.io/ios/app/trade-optimizer-stock-position-sizing-calc-calculator/id504943372) | 3.9 (21) | $0.99 | Finance | | [Beat the Stock Market](https://appshunter.io/ios/app/beat-the-stock-market/id877126835) | 3.7 (3) | Free | Finance | | [Index Fund Advisors](https://appshunter.io/ios/app/index-fund-advisors/id914924554) | 4.9 (40) | Free | Finance | | [22 Dividends](https://appshunter.io/ios/app/22-dividends/id1510074736) | 4.2 (16) | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*