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Portfolio Construction Tools

Three complementary tools, one cohesive user experience

Portfolio Analysis to better understand how your portfolios are built and behaving
Heatmap Analysis to review up to 500 individual mutual funds and ETFs per report
Investment Comparison to delve deeper into as many as six strategies at a time

Portfolio construction tools work even better together

Review your portfolios instantly and reassess regularly as tools are updated with the latest data and newest enhancements.
Reanalyze portfolios immediately if investments have changed and then quarterly going forward.

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Do more with all three tools together

Review your portfolios instantly and reassess as tools are updated with the latest data and newest enhancements.

Reengage the process on a regular cadence or when new market opportunities arise.

1. Portfolio Analysis

Assess overall portfolio health and see what’s driving risks and returns

Stress test performance in past and future scenarios
Analyze the impact of portfolio changes you’re considering

Run Portfolio Analysis

2. Heatmap Analysis

View returns, rankings, ratings and risks to identify areas for improvement

Determine if any investments need closer inspection
Track capital gains distributions for year-end tax planning

Create Heatmap Analysis

3. Investment Comparison

Compare current investments versus peers to optimize solutions

Evaluate composition, performance, risks and fees
Inform decisions about retaining or replacing managers

Try Investment Comparison

When to use each tool separately

Portfolio Analysis

Your analysis uncovers no portfolio concerns
You want to compare your allocations to J.P. Morgan’s views in the current environment

Heatmap Analysis

Review your entire investment lineup as part of ongoing due diligence
Ensure diverse coverage across asset classes

Investment Comparison

You’re considering several different options for a new portfolio holding
You’re unfamiliar with an investment and want to learn more

Buying individual munis? Try Bond Ladder Illustrator^TM

Create the optimal bond ladder for each client’s unique needs, along with customized reports.

Build a bond ladder

Learn more