Portfolio Review Tools

or Register to post new content in the forum

23 RepliesJump to last post

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
May 17, 2008 6:49 pm

What comprehensive portfolio review and comparison/recommendation tool are you using, what do you like, dislike, why did you decide to use it vs. something else.

Jun 25, 2008 3:08 am

gs xray... love it.  beautiful reports. I prefer it over morning star due to ease of use.

Jun 26, 2008 9:09 pm

GS Xray? Haven't heard of that one, do you have a website link?

Jun 26, 2008 11:05 pm

Sell some Goldman Sachs funds, and your GS internal will give you access to it for free. It's pretty nice.

Jul 10, 2008 3:56 pm

Not sure what version of Morningstar you are referring to, but the one I use (through Jones) is almost identical to GS I X-Ray (which I used to use), except that it has more reporting functionality than GS, and not the silly limit on the number of reports you can save like the GS version.  But the info comes from Morningstar.

Oct 4, 2008 2:06 pm

The GS Xray is the same as morningstar xray, GS paid Morningstar so that it could offer a so called "advantage" for using GS funds(I think it was for EDJ reps, before they got the morningstar system they use(which is still a partial to the whole morningstar system))

Nov 4, 2008 10:18 am

Do you really want to use a tool that has a mutual fund company logo on it?  Talk about conflict of interest.

Nov 4, 2008 10:34 am

What do you use Peacock? Not bashing just curious

Jan 7, 2009 5:26 pm

Anyone using a portfolio review tool, that can encompass UITs, Alternative Investments, etc..

Jan 7, 2009 6:06 pm

You guys aren't kidding, are you? How the hell do you expect people to make emotional decisions when you bombard them with intellectual material? 

Jan 7, 2009 6:16 pm
Hank Moody:

You guys aren't kidding, are you? How the hell do you expect people to make emotional decisions when you bombard them with intellectual material? 


You're in rare form today, Bobby!   

Jan 7, 2009 7:17 pm

one thing is for sure, if you use morningstar reports you will definitely set yourself apart from the competition.  clients LOVE them!

Jan 28, 2009 2:28 pm

It really matters how many colors you can use. I always carry at least 6 different colored pens

Mar 12, 2009 12:15 am

We just went live with a system called Investigo.  Performance reporting was one of the main reasons we chose them and they were recommended by our clearing firm.  It seems pretty good so far, but does anyone have any experience with them?

Mar 26, 2009 3:08 pm

Goldman Sachs XRay is going away June, 2009. I subscribe to Morninstar, but their reports are not as nice as GS. What else are people using that is as polished as GS?

Mar 26, 2009 4:48 pm

GS Xray is morningstar, they pay for it so reps don't have to(or for those at Jones who couldn't(before they all got it))

Mar 26, 2009 4:53 pm

Slimp,

Sorry. I didn't explain myself well enough. Yes, I know GS Xray is fundamentally Morningstar's Xray. That's not what I was getting at. I think most would agree with me that GS' Xray produced a superior .PDF report, suitable for showing a client. While the data is in Morningstar's Xray, the output is pretty bad - it just looks like printed web pages.

So, to rephrase my original poorly worded question: What else are people using that has the data of a Morningstar Xray and the usability of a GS Xray?

Thanks in advance.

Mar 27, 2009 9:20 am

I can't put all my assets in morningstar, so I only use it for fund snapshots to show expenses and manager tenure... Morningstar is terrible their fund rating is completely backwards, their 2-3 star funds are just as good as their 5 star funds... Always looking backwards..

Mar 30, 2009 5:13 pm

Get an LPL Rep to show you their portfolio tool. It's surprisingly good.

Apr 1, 2009 4:45 pm
dedub01:

Slimp,

Sorry. I didn't explain myself well enough. Yes, I know GS Xray is fundamentally Morningstar's Xray. That's not what I was getting at. I think most would agree with me that GS' Xray produced a superior .PDF report, suitable for showing a client. While the data is in Morningstar's Xray, the output is pretty bad - it just looks like printed web pages.

So, to rephrase my original poorly worded question: What else are people using that has the data of a Morningstar Xray and the usability of a GS Xray?

Thanks in advance.

 
Not true if you are using the paid-for Morningstar site.  It is identical to the one GS had.  I know this because currently we have access to both GS and the straight MS tool - they are nearly identical (GS goes away soon).  You are probably referring to the online "web" version, correct?  The one you can use for free at their website?  Not the same.
 
And the new MS tool we got is better because we don't have the silly GS logo on the front anymore, we have our own firm's name.