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What is Investortools?

Investortools provides essential insights for recognizing and measuring the various elements that influence a portfolio's total return. Explore the underlying mathematical principles that drive these assessments and learn how the Custom Index Manager (CIM) can clarify your portfolio's performance. Factor-based attribution dissects returns by applying independent systematic factors, including income effects, yield curve adjustments, and spread influences. In contrast, allocation attribution centers on the excess return—defined as the difference between the portfolio's overall return and the benchmark's total return—arising from strategic allocation decisions and variations within each category. Furthermore, simulated performance offers a thorough (Bottom-Up) evaluation of Total Return, deepening your comprehension of investment results. This multifaceted approach not only enhances an investor's understanding but also equips them with the essential tools needed to make well-informed decisions and fine-tune their portfolio strategies for optimal results. Ultimately, these insights empower investors to navigate the complexities of the market with greater confidence.

What is FastTrack?

FastTrack operates as a robust platform for investment research and portfolio analysis, delivering both investors and financial professionals access to premium market data, sophisticated analytics, and an array of tools for screening, comparing, and modeling investments across a diverse range of asset classes, such as stocks, mutual funds, ETFs, and indexes, all supported by over 35 years of validated, dividend-adjusted historical data. This platform simplifies the investment research experience by allowing users to efficiently sift through thousands of securities with advanced comparison functionalities, create tailored rankings based on criteria such as risk, return, and costs, and perform thorough portfolio evaluations to measure performance or investigate new strategies during various market conditions. FastTrack also boosts its capabilities by offering flexible analysis across different time frames beyond conventional intervals, complemented by an extensive suite of risk and return metrics, alongside visual tools like dashboards, charts, heatmaps, and detailed reports that assist users in interpreting their results. Furthermore, it includes APIs and Excel add-ins for straightforward data integration and export, as well as model portfolios, giving users the power to implement and visualize their investment strategies effectively. In addition to these features, FastTrack's user-friendly interface ensures that both novice and experienced investors can leverage its tools with ease, ultimately fostering more informed investment decisions and strategic planning. Overall, FastTrack is meticulously designed to provide users with the critical resources needed to navigate the complexities of investing confidently.

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Investortools

Date Founded

1983

Company Location

United States

Company Website

www.invtools.com

Company Facts

Organization Name

Investors FastTrack

Date Founded

1989

Company Location

United States

Company Website

fasttrack.net

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Categories and Features

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