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  1. #1
    Member
    Join Date
    Nov 2011
    Location
    Coral Springs, Florida
    Posts
    10,761

    Portfolio Model Programs

    I am looking for either a website or software that will allow me to test different portfolios over time. Essentially i want it to tell me annual income based on holdings and show me the performance of the portfolio over a ten year period. I would also like it to be able to compare three different portfolios so I can see which one performed better. I don't know if there is a free one online or if it is something I may have to pay for and download which is fine as long as it accomplishes these tasks. Any suggestions would be appreciated.

  2. Member Painter1's Avatar
    Join Date
    Apr 2010
    Location
    Bull Shoals AR & St. Louis
    Posts
    1,655
    #2
    available on Vanguard.com

  3. Member
    Join Date
    May 2012
    Location
    Louisiana
    Posts
    6,595
    #3
    kwanti.com is awesome for this type of analysis. I am not sure how much it cost because my firm pays for it.