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Portfolio Modeling

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.

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Investors FastTrack
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(866) 295-0166

About Us

Investors FastTrack is an industry leading mutual fund, ETF, and stocks market data provider. Since Investors FastTrack’s founding in 1989, FastTrack data has been a key component to thousands of money managers and individuals market success.

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