Portfolio Review Tools

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

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

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

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.

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))

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

What do you use Peacock? Not bashing just curious

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

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? 

[quote=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? 
[/quote]
You’re in rare form today, Bobby!   

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

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

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?

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?

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))

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.

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…

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

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.

I had a client ask me today what websites are the best for showing his son some of the basics about screening funds, doing tech and fundamental analysis, and most importantly to him, portfolio reviews. His son attends middle school and has a strong desire to join the “biz” one day. So my question would be…

Just give him your login and password. By the time he gets to high school he will be a pro.

Yeah right. I told him about the calculators on Bloomberg and he liked the one for asset allocations. He called me Friday morning and asked if there was a program that you could enter investments and the program would put the tickers or cusips in the correct “pie pieces” and instantly recalculate. The program we have requires the portfolio to be entered all at once and then a review will be generated. I told him to design a program like that and I would be the first to use it. I think it would really help to show clients how different investments could potentially affect their portfolio without printing a “with” and “without” Morningstar report.