My Portfolio Tool is a simple customizable program that uses models to help you better visualize your clients' portfolios
Export a client portfolio directly from Client Works into a CSV file. Make sure to include the description column first and then Market Value and Asset Class columns included as well.
Press on the “Choose File” button to import your portfolio that you just downloaded from Client Works. Remove any sensitive info from the file before importing.
Select your prefered risk model on the scale of 1-5 by selecting it in the dropdown bar where it says Model Number.
Edit or make your own changes to how you think each model should be based on.
Instantly see how much you need to add or subtract from each asset class to meet the percentage goals of your models.
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Don't like LPL's categorization? Quickly change funds' asset class to what best fits what you want.
If you don’t want our preprogrammed numbers, you can edit it yourself. Just simply click on what numbers you want to change and type in your own.
See the net cash adjustment throughout your allocating to keep track of your changes.
When processing new money, add the value into the box for it to be represented in the portfolio.
Quickly simulate what adding new holdings would do to your portfolio with the freedom to select it's market value and asset class.
See what your portfolio would look like by adding or subtracting values from different holdings.