Information :: Report Details
Advisor WatchGuard is easy to use, and can be accessed from any web browser in the world. Simply set up a client portfolio by adding all of their mutual fund and stock holdings, then run our detailed analysis reports. Advisor WatchGuard receives updated data daily, so you are always using the most recent data available.
Performance & Holdings
Statistically analyzes your clients' portfolios for returns and investment holdings, including:
- Portfolio Performance (YTD, QTR end, 1,3,5,10 year performance)
- Style Summary (entire portfolio, compare to S&P 500, or see what style categories a single fund is invested in)
- Sector Analysis
- International Allocation
- Overlap® (make sure the fund line up is diversified)
- Top 25 Holdings (see what equities are influencing the portfolios' performance)
- Top Performing Funds
- Top Funds by Style Summary
- Top Funds by Personal Values
- Top Funds by Faith
- Personal Values
- Faith-Based
Personal Values
Reports on corporate and personal value scores for each of your clients' current holdings, including:
- Abortion
- Adult entertainment
- Alcohol
- Animal testing
- Environment
- Firearms
- Gambling
- Labor strikes
- Military Conventional
- Military Nuclear
- Nuclear Power
- Same Sex
- Stem Cell Research
- Tobacco
Faith Criteria
Analyzes a portfolio to ensure that your client's investments are not in conflict with their religious beliefs, including specific "do not buy" lists for each faith. Includes criteria for seven different religious faiths and organizations:
- Baptist
- Catholic
- Episcopalian
- Lutheran
- Methodist
- Presbyterian
- Conservative Christian
