Barron's 4.5 Stars 2014 Open an Account Button Contact Us Login Log In Log into

 

  

Use our Portfolio Analyst Tools to get presentation-ready reports and enjoy powerful performance analysis!

Analyze your portfolio quickly with our Portfolio Analyst trading tool.  Compare your performance with the S&P 500 and make the adjustments that you need to stay on track with your trading goals.

 

 

Get up to speed quickly with Portfolio Analyst!

Fast and Efficient - Analyze the performance of your account portfolio and create presentation quality reports to help you to reach your investment goals.

 

 

 
 
 

Analyze Performance

 
     
Analyze Performance   

Analyze Performance

  • Analyze your Place Trade portfolio on a daily, monthly or quarterly basis.
  • Select either Time-Weighted Return (TWR) or Money-Weighted Return (MWR) percentage value measures.
  • Analyze Net Asset Value (NAV) and percentage value measures over time.
  • View results for multiple client or sub accounts on a single report.
  • View results in easy-to-read color-coded charts.
 
 
  

 
 

Awesome Reports

 

Create Presentation-Ready Single-Page Comprehensive Snapshot Reports

  • Quickly create PDF reports for easy viewing, downloading and presentation to Advisor and Broker Clients.
  • View performance statistics at a glance, including your account's return, Net Asset Value (NAV), asset allocation and distribution of returns.
 
 

Create Detailed Reports for Online Viewing or for Presentation

  • Create customizable detailed PDF reports for easy downloading, printing and presentation.
  • Compare your portfolio's performance against global industry benchmarks.
  • View additional performance statistics including Cost Basis, Cash Flow and Mark-to-Market values.
  • Select only those reports you want in detailed PDF reports.
  • Institutional accounts can create, save and add a synopsis to a report to communicate important information about the analysis results.
 Awesome Reports
 
 

 
 

Performance Attribution 

 

The Performance Attribution Report helps you determine how your asset allocation and selection of securities affects your portfolio's performance when compared to the performance of the S&P 500 Index.

  Performance Attribution

 

This report includes the following types of charts available to show how your portfolio performed (whether it outperformed or under-performed the S&P 500 Index):

 

  • Summary Tables
  • Line Charts
  • Bar Charts
  • Scatter Plots

 
 
 
 

Place Trade clients have the choice of trading online and making their own investment decisions or working closely with an experienced full service financial advisor to develop and analyze their investment portfolio.

 

If you are not happy with your current broker or your own portfolio, why not give one our experienced financial professionals a call today at 1-800-50-PLACE or 1-919-719-7200 and schedule a portfolio review? Full service trades begin at just $15.

 

 

Get the Most Advanced Trading Tools to help meet all of your online investing needs!

 
 
 
 
 

 Please Note:  Any trading symbols displayed are for illustrative purposes only and are not intended to portray a recommendation of any security or securities product.

s5box


Learn more about retirement planning by visiting some of the links below:

Roth IRA

SEP IRA

SIMPLE IRA

Traditional IRA

Qualified Plans

Rollover IRAs

Find out how Place Trade can help you get the most out of your college planning by visiting some of the links below:


Coverdell ESA

529 College Savings Plans

UGMA/UTMA Accounts