Portfolio Analyzer

Portfolio Analyzer

The Portfolio Analyzer tool allows you to get a quick visualization of a group of stocks.  For an Financial Adviser it can be a great way to understand where each client’s portfolio currently stands.  You may enter as many stocks as you like, but we recommend that you keep it under fifty in order to see the results more clearly.


 

Ockham Videos

The Portfolio Analyzer charts each stock and will help you track your holdings to identify risks and opportunities more effectively.
 
Ockham is built to give answers quickly, while incorporating television commentary, blog articles, and user comments directly into each page.