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Drill down into mutual fund and ETF composition

Comments, critical feedback, praise, or suggestions for new features.

Postby Robcf » Thu Jan 25, 2018 8:23 am

Hi Mark,

We invest in a multitude of Mutual Funds and ETFs, many of which are composed of various percentages of the same stocks. It would be useful if FM had that ability to drill into the funds themselves to determine stock composition so reports can be generated showing a portfolio's aggregate exposure to particular stocks.

This is certainly far reaching and would require the ability to mine the data within Vanguard, Fidelity, etc. But in terms of gaining a full understanding of portfolio risk and allocations it would be pretty cool.

Thanks!
Robcf
 
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Joined: Thu Jan 25, 2018 8:16 am

Postby Mark » Thu Jan 25, 2018 7:40 pm

Hi Robcf,

Okay, thanks for the feedback/idea. That will be a challenge, but I can see it being useful. About the closest thing you can do now is to analyze by sector.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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