Tools

Analyze portfolios

• Build, analyze and compare portfolios to see how our investment products can fill gaps and add diversification.
• View a portfolio's sector breakdown, weighting by world regions, credit quality, degree of correlation and risk exposure.
• Generate and save custom reports as PDF files.

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Forecast returns

• See return projections for Vanguard model portfolios.
• Customize asset allocations, anticipated all-in costs and holding periods.
• Set reasonable return expectations for your clients.

Simulate costs

• Discover the difference that low costs can make over the length of the investment.
• Customize initial investment amounts, anticipated annual returns and holding periods.
• Analyze the cost difference between ETFs and mutual funds.

Compare fund details

• View side-by-side comparisons of Vanguard's investment products with those from other fund families.
• Use data from Morningstar, Inc., to compare returns, expenses and more.
• Find a Vanguard investment to fill a gap in your client's portfolio.

Investor questionnaire

• Start a conversation by having your clients answer 11 simple questions.
• Review our sample asset allocation results.
• Have clients take the questionnaire again for different goals.