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  1. #1
    Member
    Join Date
    Nov 2011
    Location
    Coral Springs, Florida
    Posts
    5,560

    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.

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  3. Member Painter1's Avatar
    Join Date
    Apr 2010
    Location
    Missouri
    Posts
    1,561
    #2
    available on Vanguard.com

  4. Member
    Join Date
    May 2012
    Location
    Lafayette, Louisiana
    Posts
    1,575
    #3
    kwanti.com is awesome for this type of analysis. I am not sure how much it cost because my firm pays for it.