Visualize the hypothetical performance of a portfolio
Model your portfolios and compare to benchmarks with ease. Create static models, dynamic models, or momentum models in the browsers or in our lightning fast software.
- Charts
- Statistics
- Annual Returns
- Desktop, mobile, or tablet
- Sector
- Asset class
- Country
- Region
Track and manage model-based strategies
Model-based investment strategies are often used to meet clients and personal investing needs based on risk tolerance, age, net worth, or a number of other factors.
FastTrack’s Model Portfolios tool allows you to scale the production, visualization, and evaluation of your model strategies to better communicate with current clients, prospects, or loved ones.
View Portfolio Breakdown
Quickly view any portfolio’s allocation from many different angles. Break down your portfolio to understand position concentrations, strengths, and weaknesses.
- Sector
- Asset Class
- Country
- Region
- Bond Sector
- Positions
Blended Expense Ratios
Understand your portfolios true cost across all positions. FT Cloud’s unique “blended expense ratio” gives you the true cost of your entire portfolio.
Our database covers 30k+ securities across mutual funds, ETFs, and stocks. Expense ratios, categories, stats are best sources from industry leading sources for maximum reliability.
Expand Portfolio Modeling with our Desktop App
Download our windows desktop app to dive go deeper into your models.
- Compare and blend multiple models
- Leverage positions with custom margin rates
- Momentum Modeling
- Hedging optimizers
Model the impact of new investment ideas
Explore new investment ideas and strategies through concrete analysis. When an industry catches your eye or you hear of a new opportunity, Model Portfolios can be used to validate and monitor that idea without financial risk or substantial time commitment.