Analyze your Portfolio

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My Money 2.0 Manual


Overview

MyMoney portfolio analysis provides expanded information about your portfolio (or a portion of your portfolio) by:


  • Giving both graphical and holdings views of your account assets
  • Showing your asset allocation, foreign and domestic stock exposure, and industry weightings
  • Mapping your equity holdings style
  • Detailing some historical information about how your current asset mix has performed over certain periods of time


To access Portfolio Analytics functions please use the Portfolio Tools -> Portfolio Analytics menu



My Money 2.0 Manual

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